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Medallion Wealth Advisors’s HF Sinclair DINO Stock Holding History

Medallion Wealth 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
2026
Q1 		$15.6K Hold
250
– – 0.01% 696
2025
Q4 		$11.5K Hold
250
– – ﹤0.01% 728
2025
Q3 		$13.1K Hold
250
– – ﹤0.01% 709
2025
Q2 		$10.3K Hold
250
– – ﹤0.01% 731
2025
Q1 		$8.22K Hold
250
– – ﹤0.01% 718
2024
Q4 		$8.22K Buy
+250
New +$10.2K ﹤0.01% 692

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Medallion Wealth Advisors's DINO Position: Q1 2026 in Review

Medallion Wealth Advisors held its HF Sinclair (DINO) position steady in Q1 2026 at 250 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #696.

Medallion Wealth Advisors first reported a position in DINO in Q4 2024 and has held it in 6 quarters since. 645 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Medallion Wealth Advisors held 250 shares of HF Sinclair worth $15.6K as of Q1 2026.
  • Medallion Wealth Advisors left its HF Sinclair share count unchanged in Q1 2026.
  • HF Sinclair made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #696 holding.
  • Medallion Wealth Advisors first reported a position in HF Sinclair in Q4 2024 and has held it in 6 quarters since.
  • 645 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.