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LGT Financial Advisors’s HF Sinclair DINO Stock Holding History

LGT Financial Advisors’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
2025
Q3 		– Sell
-5
Closed -$205 – 458
2025
Q2 		$205 Buy
+5
New +$172 ﹤0.01% 509
2024
Q4 		– Sell
-382
Closed -$17K – 730
2024
Q3 		$17K Hold
382
– – 0.04% 310
2024
Q2 		$20.4K Hold
382
– – 0.04% 301
2024
Q1 		$23.1K Hold
382
– – 0.03% 337
2023
Q4 		$21.2K Hold
382
– – 0.03% 337
2023
Q3 		$21.7K Buy
+382
New +$20.8K 0.03% 324

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's DINO Position: Q3 2025 in Review

LGT Financial Advisors sold out of HF Sinclair (DINO) in Q3 2025, closing a stake of 5 shares — an estimated $205 sold.

LGT Financial Advisors first reported a position in DINO in Q3 2023 and held it in 6 quarters. The position peaked at $23.1K in Q1 2024. 596 funds tracked by Wall St. Rank hold DINO as of Q3 2025.

  • LGT Financial Advisors reported no remaining HF Sinclair position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 5 HF Sinclair shares in Q3 2025, an estimated $205.
  • LGT Financial Advisors first reported a position in HF Sinclair in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's HF Sinclair position peaked at $23.1K in Q1 2024.
  • 596 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.