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Moneta Group Investment Advisors’s HF Sinclair DINO Stock Holding History

Moneta Group Investment 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
Q4 		– Sell
-10,554
Closed -$552K – 820
2025
Q3 		$552K Buy
10,554
+42
+0.4% +$1.99K ﹤0.01% 465
2025
Q2 		$432K Sell
10,512
-28
-0.3% -$964 0.01% 469
2025
Q1 		$347K Buy
10,540
+26
+0.2% +$911 ﹤0.01% 501
2024
Q4 		$369K Hold
10,514
– – 0.01% 488
2024
Q3 		$469K Sell
10,514
-125
-1% -$5.96K 0.01% 421
2024
Q2 		$567K Sell
10,639
-72
-0.7% -$4.05K 0.01% 359
2024
Q1 		$647K Sell
10,711
-39
-0.4% -$2.22K 0.01% 330
2023
Q4 		$597K Buy
+10,750
New +$586K 0.01% 312

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's DINO Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of HF Sinclair (DINO) in Q4 2025, closing a stake of 10,554 shares — an estimated $552K sold.

Moneta Group Investment Advisors first reported a position in DINO in Q4 2023 and held it in 8 quarters. The position peaked at $647K in Q1 2024. 615 funds tracked by Wall St. Rank hold DINO as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining HF Sinclair position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,554 HF Sinclair shares in Q4 2025, an estimated $552K.
  • Moneta Group Investment Advisors first reported a position in HF Sinclair in Q4 2023 and held it in 8 quarters.
  • Moneta Group Investment Advisors's HF Sinclair position peaked at $647K in Q1 2024.
  • 615 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.