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 Q2	$125K	Sell	1,789 -13	-0.7%	-$864	0.01%	752
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 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

Pinnacle Wealth Planning Services's DINO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its HF Sinclair (DINO) stake by 0.72% in Q2 2026, selling an estimated $864 and leaving 1,789 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #752.

Pinnacle Wealth Planning Services first reported a position in DINO in Q4 2020 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Pinnacle Wealth Planning Services held 1,789 shares of HF Sinclair worth $125K as of Q2 2026.
Pinnacle Wealth Planning Services sold 13 HF Sinclair shares in Q2 2026, an estimated $864.
HF Sinclair made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #752 holding.
Pinnacle Wealth Planning Services first reported a position in HF Sinclair in Q4 2020 and has held it in 4 quarters since.
686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.