Measured Wealth Private Client Group’s HF Sinclair DINO Stock Holding History

Measured Wealth Private Client Group’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 Q2	$97.9K	Sell	1,406 -975	-41%	-$64.8K	0.02%	249
2026 Q1	$149K	Sell	2,381 -2,570	-52%	-$139K	0.04%	212
2025 Q4	$228K	Buy	+4,951	New	+$255K	0.06%	174
2021 Q3	–	Sell	-9,413	Closed	-$310K	–	162
2021 Q2	$310K	Buy	9,413 +3,150	+50%	+$110K	0.1%	133
2021 Q1	$224K	Buy	+6,263	New	+$209K	0.08%	145
2018 Q4	–	Sell	-416	Closed	-$29K	–	249
2018 Q3	$29K	Buy	+416	New	+$29.4K	0.02%	459

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Measured Wealth Private Client Group's DINO Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its HF Sinclair (DINO) stake by 41% in Q2 2026, selling an estimated $64.8K and leaving 1,406 shares worth $97.9K. The position accounts for 0.02% of the portfolio, ranked #249.

Measured Wealth Private Client Group first reported a position in DINO in Q3 2018 and has held it in 6 quarters since. The position peaked at $310K in Q2 2021. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Measured Wealth Private Client Group held 1,406 shares of HF Sinclair worth $97.9K as of Q2 2026.
Measured Wealth Private Client Group sold 975 HF Sinclair shares in Q2 2026, an estimated $64.8K.
HF Sinclair made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #249 holding.
Measured Wealth Private Client Group first reported a position in HF Sinclair in Q3 2018 and has held it in 6 quarters since.
Measured Wealth Private Client Group's HF Sinclair position peaked at $310K in Q2 2021.
686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.