Narwhal Capital Management’s HF Sinclair DINO Stock Holding History

Narwhal Capital Management’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	$658K	Hold	9,450	–	–	0.05%	114
2026 Q1	$590K	Hold	9,450	–	–	0.04%	116
2025 Q4	$435K	Hold	9,450	–	–	0.03%	129
2025 Q3	$495K	Hold	9,450	–	–	0.04%	125
2025 Q2	$388K	Sell	9,450 -20,000	-68%	-$689K	0.03%	137
2025 Q1	$968K	Hold	29,450	–	–	0.09%	103
2024 Q4	$1.03M	Hold	29,450	–	–	0.09%	98
2024 Q3	$1.31M	Hold	29,450	–	–	0.12%	91
2024 Q2	$1.57M	Hold	29,450	–	–	0.15%	86
2024 Q1	$1.78M	Hold	29,450	–	–	0.17%	86
2023 Q4	$1.64M	Hold	29,450	–	–	0.18%	86
2023 Q3	$1.68M	Hold	29,450	–	–	0.2%	84
2023 Q2	$1.31M	Hold	29,450	–	–	0.15%	91
2023 Q1	$1.42M	Hold	29,450	–	–	0.18%	90
2022 Q4	$1.53M	Hold	29,450	–	–	0.2%	88
2022 Q3	$1.59M	Hold	29,450	–	–	0.23%	81
2022 Q2	$1.33M	Hold	29,450	–	–	0.18%	84
2022 Q1	$1.17M	Hold	29,450	–	–	0.14%	87
2021 Q4	$965K	Hold	29,450	–	–	0.11%	94
2021 Q3	$976K	Hold	29,450	–	–	0.12%	90
2021 Q2	$969K	Hold	29,450	–	–	0.12%	92
2021 Q1	$1.05M	Hold	29,450	–	–	0.14%	88
2020 Q4	$761K	Buy	29,450 +9,450	+47%	+$214K	0.11%	100
2020 Q3	$394K	Buy	+20,000	New	+$498K	0.06%	105
2014 Q4	–	Sell	-18,100	Closed	-$791K	–	132
2014 Q3	$791K	Sell	18,100 -4,000	-18%	-$187K	0.32%	94
2014 Q2	$966K	Sell	22,100 -300	-1%	-$14.7K	0.37%	86
2014 Q1	$1.07M	Buy	22,400 +3,500	+19%	+$166K	0.44%	82
2013 Q4	$939K	Buy	+18,900	New	+$862K	0.39%	90

Other funds holding DINO

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Narwhal Capital Management's DINO Position: Q2 2026 in Review

Narwhal Capital Management held its HF Sinclair (DINO) position steady in Q2 2026 at 9,450 shares worth $658K. The position accounts for 0.05% of the portfolio, ranked #114.

Narwhal Capital Management first reported a position in DINO in Q4 2013 and has held it in 28 quarters since. The position peaked at $1.78M in Q1 2024. 147 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Narwhal Capital Management held 9,450 shares of HF Sinclair worth $658K as of Q2 2026.
Narwhal Capital Management left its HF Sinclair share count unchanged in Q2 2026.
HF Sinclair made up 0.05% of Narwhal Capital Management's portfolio in Q2 2026, its #114 holding.
Narwhal Capital Management first reported a position in HF Sinclair in Q4 2013 and has held it in 28 quarters since.
Narwhal Capital Management's HF Sinclair position peaked at $1.78M in Q1 2024.
147 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.