NewSquare Capital’s HF Sinclair DINO Stock Holding History

NewSquare Capital’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	$6.15M	Buy	88,272 +3,772	+4%	+$251K	0.45%	65
2026 Q1	$5.27M	Sell	84,500 -1,862	-2%	-$101K	0.46%	77
2025 Q4	$3.98M	Sell	86,362 -35,014	-29%	-$1.8M	0.35%	85
2025 Q3	$6.35M	Buy	121,376 +853	+0.7%	+$40.4K	0.43%	76
2025 Q2	$4.95M	Buy	120,523 +4,873	+4%	+$168K	0.37%	84
2025 Q1	$3.8M	Buy	+115,650	New	+$4.05M	0.31%	94
2022 Q4	–	Sell	-180	Closed	-$10K	–	840
2022 Q3	$10K	Hold	180	–	–	﹤0.01%	252
2022 Q2	$8K	Sell	180 -50	-22%	-$2.24K	﹤0.01%	254
2022 Q1	$9K	Hold	230	–	–	﹤0.01%	262
2021 Q4	$8K	Hold	230	–	–	﹤0.01%	293
2021 Q3	$8K	Buy	+230	New	+$6.99K	﹤0.01%	282
2017 Q4	–	Sell	-116	Closed	-$4K	–	339
2017 Q3	$4K	Hold	116	–	–	﹤0.01%	271
2017 Q2	$3K	Hold	116	–	–	﹤0.01%	278
2017 Q1	$3K	Hold	116	–	–	﹤0.01%	287
2016 Q4	$4K	Buy	+116	New	+$3.21K	﹤0.01%	260

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewSquare Capital's DINO Position: Q2 2026 in Review

NewSquare Capital increased its HF Sinclair (DINO) stake by 4.5% in Q2 2026, buying an estimated $251K and bringing the position to 88,272 shares worth $6.15M. The position accounts for 0.45% of the portfolio, ranked #65.

NewSquare Capital first reported a position in DINO in Q4 2016 and has held it in 15 quarters since. The position peaked at $6.35M in Q3 2025. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

NewSquare Capital held 88,272 shares of HF Sinclair worth $6.15M as of Q2 2026.
NewSquare Capital bought 3,772 HF Sinclair shares in Q2 2026, an estimated $251K.
HF Sinclair made up 0.45% of NewSquare Capital's portfolio in Q2 2026, its #65 holding.
NewSquare Capital first reported a position in HF Sinclair in Q4 2016 and has held it in 15 quarters since.
NewSquare Capital's HF Sinclair position peaked at $6.35M in Q3 2025.
686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.