Optimize Financial’s HF Sinclair DINO Stock Holding History

Optimize Financial’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	$224K	Sell	3,214 -11	-0.3%	-$731	0.08%	270
2026 Q1	$201K	Buy	+3,225	New	+$175K	0.1%	293

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 $3.38T AUM 44.17% 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

Optimize Financial's DINO Position: Q2 2026 in Review

Optimize Financial reduced its HF Sinclair (DINO) stake by 0.34% in Q2 2026, selling an estimated $731 and leaving 3,214 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #270.

Optimize Financial first reported a position in DINO in Q1 2026 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Optimize Financial held 3,214 shares of HF Sinclair worth $224K as of Q2 2026.
Optimize Financial sold 11 HF Sinclair shares in Q2 2026, an estimated $731.
HF Sinclair made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #270 holding.
Optimize Financial first reported a position in HF Sinclair in Q1 2026 and has held it in 2 quarters since.
687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.