Poehling Capital Management’s HF Sinclair DINO Stock Holding History

Poehling Capital 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	$4.58M	Sell	65,787 -379	-0.6%	-$25.2K	0.98%	32
2026 Q1	$4.13M	Sell	66,166 -113	-0.2%	-$6.12K	0.87%	40
2025 Q4	$3.05M	Sell	66,279 -506	-0.8%	-$26.1K	0.62%	44
2025 Q3	$3.5M	Sell	66,785 -1,090	-2%	-$51.7K	0.73%	39
2025 Q2	$2.79M	Buy	67,875 +690	+1%	+$23.8K	0.65%	43
2025 Q1	$2.21M	Buy	67,185 +3,030	+5%	+$106K	0.56%	54
2024 Q4	$2.25M	Sell	64,155 -3,314	-5%	-$136K	0.55%	51
2024 Q3	$3.01M	Buy	67,469 +1,556	+2%	+$74.3K	0.77%	41
2024 Q2	$3.52M	Sell	65,913 -166	-0.3%	-$9.34K	0.96%	31
2024 Q1	$3.99M	Buy	66,079 +203	+0.3%	+$11.5K	1.07%	29
2023 Q4	$3.66M	Buy	65,876 +77	+0.1%	+$4.2K	1.16%	26
2023 Q3	$3.75M	Buy	65,799 +382	+0.6%	+$20.8K	1.31%	27
2023 Q2	$2.92M	Buy	65,417 +27,778	+74%	+$1.21M	0.99%	32
2023 Q1	$1.82M	Buy	37,639 +2,909	+8%	+$151K	0.61%	52
2022 Q4	$1.8M	Buy	+34,730	New	+$2M	0.67%	49

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

Poehling Capital Management's DINO Position: Q2 2026 in Review

Poehling Capital Management reduced its HF Sinclair (DINO) stake by 0.57% in Q2 2026, selling an estimated $25.2K and leaving 65,787 shares worth $4.58M. The position accounts for 0.98% of the portfolio, ranked #32.

Poehling Capital Management first reported a position in DINO in Q4 2022 and has held it in 15 quarters since. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Poehling Capital Management held 65,787 shares of HF Sinclair worth $4.58M as of Q2 2026.
Poehling Capital Management sold 379 HF Sinclair shares in Q2 2026, an estimated $25.2K.
HF Sinclair made up 0.98% of Poehling Capital Management's portfolio in Q2 2026, its #32 holding.
Poehling Capital Management first reported a position in HF Sinclair in Q4 2022 and has held it in 15 quarters since.
686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.