SWM
DINO icon

SHP Wealth Management’s HF Sinclair DINO Stock Holding History

SHP 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
2026
Q1 		$62 Sell
1
-29
-97% -$1.57K ﹤0.01% 1787
2025
Q4 		$1.38K Buy
+30
New +$1.55K ﹤0.01% 1195

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SHP Wealth Management's DINO Position: Q1 2026 in Review

SHP Wealth Management reduced its HF Sinclair (DINO) stake by 97% in Q1 2026, selling an estimated $1.57K and leaving 1 share worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

SHP Wealth Management first reported a position in DINO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.38K in Q4 2025. 646 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • SHP Wealth Management held 1 share of HF Sinclair worth $62 as of Q1 2026.
  • SHP Wealth Management sold 29 HF Sinclair shares in Q1 2026, an estimated $1.57K.
  • HF Sinclair made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1787 holding.
  • SHP Wealth Management first reported a position in HF Sinclair in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's HF Sinclair position peaked at $1.38K in Q4 2025.
  • 646 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.