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Summit Trail Advisors’s HF Sinclair DINO Stock Holding History

Summit Trail Advisors’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 		$813K Buy
13,034
+1,383
+12% +$74.9K 0.01% 1006
2025
Q4 		$537K Buy
11,651
+1,603
+16% +$82.6K 0.01% 1051
2025
Q3 		$526K Buy
10,048
+2,343
+30% +$111K 0.01% 1067
2025
Q2 		$317K Buy
+7,705
New +$265K 0.01% 903
2018
Q1 		– Sell
-636
Closed -$31K – 753
2017
Q4 		$31K Buy
+636
New +$26.9K ﹤0.01% 929

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Trail Advisors's DINO Position: Q1 2026 in Review

Summit Trail Advisors increased its HF Sinclair (DINO) stake by 12% in Q1 2026, buying an estimated $74.9K and bringing the position to 13,034 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #1006.

Summit Trail Advisors first reported a position in DINO in Q4 2017 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Summit Trail Advisors held 13,034 shares of HF Sinclair worth $813K as of Q1 2026.
  • Summit Trail Advisors bought 1,383 HF Sinclair shares in Q1 2026, an estimated $74.9K.
  • HF Sinclair made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1006 holding.
  • Summit Trail Advisors first reported a position in HF Sinclair in Q4 2017 and has held it in 5 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.