PWM
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Pursuit Wealth Management’s HF Sinclair DINO Stock Holding History

Pursuit Wealth 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
2025
Q4 		$672K Buy
+14,589
New +$752K 0.58% 60

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pursuit Wealth Management's DINO Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in HF Sinclair (DINO) in Q4 2025: 14,589 shares worth $672K. The stake represents 0.58% of the portfolio and ranks #60 among its holdings.

616 funds tracked by Wall St. Rank hold DINO as of Q4 2025.

  • Pursuit Wealth Management held 14,589 shares of HF Sinclair worth $672K as of Q4 2025.
  • HF Sinclair was a new Pursuit Wealth Management position in Q4 2025.
  • HF Sinclair made up 0.58% of Pursuit Wealth Management's portfolio in Q4 2025, its #60 holding.
  • 616 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.