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 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 $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

Measured Wealth Private Client Group's DINO Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its HF Sinclair (DINO) stake by 52% in Q1 2026, selling an estimated $139K and leaving 2,381 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #212.

Measured Wealth Private Client Group first reported a position in DINO in Q3 2018 and has held it in 5 quarters since. The position peaked at $310K in Q2 2021. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Measured Wealth Private Client Group held 2,381 shares of HF Sinclair worth $149K as of Q1 2026.
Measured Wealth Private Client Group sold 2,570 HF Sinclair shares in Q1 2026, an estimated $139K.
HF Sinclair made up 0.04% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #212 holding.
Measured Wealth Private Client Group first reported a position in HF Sinclair in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's HF Sinclair position peaked at $310K in Q2 2021.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.