Physician Wealth Advisors’s HF Sinclair DINO Stock Holding History

Physician Wealth Advisors’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	$3.76K	Buy	54 +26	+93%	+$1.73K	﹤0.01%	1217
2026 Q1	$1.75K	Hold	28	–	–	﹤0.01%	1410
2025 Q4	$1.29K	Hold	28	–	–	﹤0.01%	1489
2025 Q3	$1.47K	Hold	28	–	–	﹤0.01%	1357
2025 Q2	$1.15K	Sell	28 -2	-7%	-$69	﹤0.01%	1303
2025 Q1	$987	Buy	+30	New	+$1.05K	﹤0.01%	1071

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

Physician Wealth Advisors's DINO Position: Q2 2026 in Review

Physician Wealth Advisors increased its HF Sinclair (DINO) stake by 93% in Q2 2026, buying an estimated $1.73K and bringing the position to 54 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Physician Wealth Advisors first reported a position in DINO in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Physician Wealth Advisors held 54 shares of HF Sinclair worth $3.76K as of Q2 2026.
Physician Wealth Advisors bought 26 HF Sinclair shares in Q2 2026, an estimated $1.73K.
HF Sinclair made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1217 holding.
Physician Wealth Advisors first reported a position in HF Sinclair in Q1 2025 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.