Northwest Wealth Management’s HF Sinclair DINO Stock Holding History

Northwest 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	$230K	Sell	3,301 -3	-0.1%	-$199	0.03%	238
2026 Q1	$206K	Buy	+3,304	New	+$179K	0.03%	243
2019 Q2	–	Sell	-120	Closed	-$6K	–	205
2019 Q1	$6K	Hold	120	–	–	﹤0.01%	388
2018 Q4	$6K	Hold	120	–	–	0.01%	370
2018 Q3	$8K	Hold	120	–	–	0.01%	373
2018 Q2	$8K	Hold	120	–	–	0.01%	360
2018 Q1	$6K	Buy	+120	New	+$5.71K	﹤0.01%	397

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 40.91% 1-Year Est. Return

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

Northwest Wealth Management reduced its HF Sinclair (DINO) stake by 0.09% in Q2 2026, selling an estimated $199 and leaving 3,301 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #238.

Northwest Wealth Management first reported a position in DINO in Q1 2018 and has held it in 7 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Northwest Wealth Management held 3,301 shares of HF Sinclair worth $230K as of Q2 2026.
Northwest Wealth Management sold 3 HF Sinclair shares in Q2 2026, an estimated $199.
HF Sinclair made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #238 holding.
Northwest Wealth Management first reported a position in HF Sinclair in Q1 2018 and has held it in 7 quarters since.
682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

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