Private Wealth Management Group’s HF Sinclair DINO Stock Holding History

Private Wealth Management Group’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	$26.2K	Hold	376	–	–	0.01%	319
2026 Q1	$23.5K	Hold	376	–	–	0.01%	294
2025 Q4	$17.3K	Hold	376	–	–	﹤0.01%	360
2025 Q3	$19.7K	Hold	376	–	–	0.01%	336
2025 Q2	$15.4K	Buy	376 +353	+1,535%	+$12.2K	0.01%	370
2025 Q1	$757	Sell	23 -264	-92%	-$9.25K	﹤0.01%	1328
2024 Q4	$10.1K	Buy	287 +169	+143%	+$6.91K	﹤0.01%	467
2024 Q3	$5.26K	Buy	118 +70	+146%	+$3.34K	﹤0.01%	714
2024 Q2	$2.56K	Sell	48 -114	-70%	-$6.41K	﹤0.01%	964
2024 Q1	$9.78K	Hold	162	–	–	﹤0.01%	412
2023 Q4	$9K	Buy	+162	New	+$8.84K	﹤0.01%	431

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 40.91% 1-Year Est. Return

Private Wealth Management Group's DINO Position: Q2 2026 in Review

Private Wealth Management Group held its HF Sinclair (DINO) position steady in Q2 2026 at 376 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #319.

Private Wealth Management Group first reported a position in DINO in Q4 2023 and has held it in 11 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Private Wealth Management Group held 376 shares of HF Sinclair worth $26.2K as of Q2 2026.
Private Wealth Management Group left its HF Sinclair share count unchanged in Q2 2026.
HF Sinclair made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #319 holding.
Private Wealth Management Group first reported a position in HF Sinclair in Q4 2023 and has held it in 11 quarters since.
682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.