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Pinnacle Wealth Planning Services’s HF Sinclair DINO Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$112K Buy
1,802
+15
+0.8% +$813 0.01% 735
2025
Q4 		$82.3K Buy
+1,787
New +$92.1K 0.01% 888
2021
Q1 		– Sell
-1,964
Closed -$51K – 774
2020
Q4 		$51K Buy
+1,964
New +$44.5K 0.01% 782

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's DINO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its HF Sinclair (DINO) stake by 0.84% in Q1 2026, buying an estimated $813 and bringing the position to 1,802 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #735.

Pinnacle Wealth Planning Services first reported a position in DINO in Q4 2020 and has held it in 3 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,802 shares of HF Sinclair worth $112K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 15 HF Sinclair shares in Q1 2026, an estimated $813.
  • HF Sinclair made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #735 holding.
  • Pinnacle Wealth Planning Services first reported a position in HF Sinclair in Q4 2020 and has held it in 3 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.