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Navigoe Wealth Management’s HF Sinclair DINO Stock Holding History

Navigoe Wealth 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 		$7K Buy
112
+12
+12% +$798 ﹤0.01% 150
2026
Q1 		$6K Hold
100
– – ﹤0.01% 133
2025
Q4 		$4K Hold
100
– – ﹤0.01% 180
2025
Q3 		$5K Hold
100
– – ﹤0.01% 178
2025
Q2 		$4K Hold
100
– – ﹤0.01% 130
2025
Q1 		$3K Hold
100
– – ﹤0.01% 135
2024
Q4 		$3K Buy
+100
New +$4.09K ﹤0.01% 134

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Navigoe Wealth Management's DINO Position: Q2 2026 in Review

Navigoe Wealth Management increased its HF Sinclair (DINO) stake by 12% in Q2 2026, buying an estimated $798 and bringing the position to 112 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Navigoe Wealth Management first reported a position in DINO in Q4 2024 and has held it in 7 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Navigoe Wealth Management held 112 shares of HF Sinclair worth $7K as of Q2 2026.
  • Navigoe Wealth Management bought 12 HF Sinclair shares in Q2 2026, an estimated $798.
  • HF Sinclair made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Navigoe Wealth Management first reported a position in HF Sinclair in Q4 2024 and has held it in 7 quarters since.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.