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Rothschild Investment LLC’s HF Sinclair DINO Stock Holding History

Rothschild Investment LLC’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 		$98.6K Sell
1,416
-101
-7% -$6.72K ﹤0.01% 1059
2026
Q1 		$94.6K Buy
1,517
+1,222
+414% +$66.2K ﹤0.01% 905
2025
Q4 		$13.6K Buy
295
+270
+1,080% +$13.9K ﹤0.01% 1467
2025
Q3 		$1.31K Buy
25
+10
+67% +$474 ﹤0.01% 2473
2025
Q2 		$616 Buy
+15
New +$516 ﹤0.01% 2669
2024
Q3 		– Sell
-2
Closed -$107 – 2919
2024
Q2 		$107 Buy
+2
New +$112 ﹤0.01% 2725
2015
Q3 		– Sell
-134,333
Closed -$5.74M – 496
2015
Q2 		$5.74M Sell
134,333
-850
-0.6% -$34.3K 0.67% 38
2015
Q1 		$5.44M Sell
135,183
-22
-0% -$843 0.64% 42
2014
Q4 		$5.07M Buy
135,205
+4,045
+3% +$169K 0.61% 40
2014
Q3 		$5.73M Sell
131,160
-5,200
-4% -$243K 0.7% 39
2014
Q2 		$5.96M Buy
136,360
+3,940
+3% +$193K 0.76% 38
2014
Q1 		$6.3M Sell
132,420
-1,800
-1% -$85.1K 0.85% 28
2013
Q4 		$6.67M Buy
134,220
+13,250
+11% +$604K 0.91% 27
2013
Q3 		$5.09M Buy
120,970
+10,450
+9% +$454K 0.75% 40
2013
Q2 		$4.73M Buy
+110,520
New +$5.28M 0.77% 37

Other funds holding DINO

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Rothschild Investment LLC's DINO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its HF Sinclair (DINO) stake by 6.7% in Q2 2026, selling an estimated $6.72K and leaving 1,416 shares worth $98.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Rothschild Investment LLC first reported a position in DINO in Q2 2013 and has held it in 15 quarters since. The position peaked at $6.67M in Q4 2013. 292 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Rothschild Investment LLC held 1,416 shares of HF Sinclair worth $98.6K as of Q2 2026.
  • Rothschild Investment LLC sold 101 HF Sinclair shares in Q2 2026, an estimated $6.72K.
  • HF Sinclair made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1059 holding.
  • Rothschild Investment LLC first reported a position in HF Sinclair in Q2 2013 and has held it in 15 quarters since.
  • Rothschild Investment LLC's HF Sinclair position peaked at $6.67M in Q4 2013.
  • 292 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.