Legacy Capital Group California’s HF Sinclair DINO Stock Holding History

Legacy Capital Group California’s Portfolio DINO Stock Details DINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Sell	21,067 -6,572	-24%	-$356K	0.5%	36
2025 Q4	$1.27M	Sell	27,639 -113	-0.4%	-$5.83K	0.31%	77
2025 Q3	$1.45M	Buy	27,752 +141	+0.5%	+$6.68K	0.37%	61
2025 Q2	$1.13M	Sell	27,611 -404	-1%	-$13.9K	0.31%	80
2025 Q1	$921K	Buy	28,015 +4,604	+20%	+$161K	0.32%	69
2024 Q4	$821K	Buy	23,411 +5,690	+32%	+$233K	0.25%	102
2024 Q3	$790K	Buy	17,721 +3,357	+23%	+$160K	0.26%	108
2024 Q2	$766K	Buy	14,364 +141	+1%	+$7.93K	0.28%	107
2024 Q1	$859K	Sell	14,223 -389	-3%	-$22.1K	0.32%	91
2023 Q4	$812K	Sell	14,612 -27	-0.2%	-$1.47K	0.31%	91
2023 Q3	$833K	Buy	14,639 +4	+0%	+$217	0.36%	79
2023 Q2	$653K	Buy	14,635 +416	+3%	+$18.1K	0.27%	112
2023 Q1	$688K	Buy	+14,219	New	+$739K	0.34%	93

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Legacy Capital Group California's DINO Position: Q1 2026 in Review

Legacy Capital Group California reduced its HF Sinclair (DINO) stake by 24% in Q1 2026, selling an estimated $356K and leaving 21,067 shares worth $1.31M. The position accounts for 0.5% of the portfolio, ranked #36.

Legacy Capital Group California first reported a position in DINO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.45M in Q3 2025. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Legacy Capital Group California held 21,067 shares of HF Sinclair worth $1.31M as of Q1 2026.
Legacy Capital Group California sold 6,572 HF Sinclair shares in Q1 2026, an estimated $356K.
HF Sinclair made up 0.5% of Legacy Capital Group California's portfolio in Q1 2026, its #36 holding.
Legacy Capital Group California first reported a position in HF Sinclair in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's HF Sinclair position peaked at $1.45M in Q3 2025.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.