TCI Wealth Advisors’s HF Sinclair DINO Stock Holding History

TCI Wealth 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	$275K	Hold	4,402	–	–	0.01%	201
2025 Q4	$203K	Hold	4,402	–	–	0.01%	245
2025 Q3	$230K	Buy	+4,402	New	+$209K	0.01%	226
2024 Q4	–	Sell	-4,673	Closed	-$208K	–	237
2024 Q3	$208K	Buy	4,673 +23	+0.5%	+$1.1K	0.02%	227
2024 Q2	$248K	Sell	4,650 -10	-0.2%	-$562	0.02%	197
2024 Q1	$281K	Sell	4,660 -59	-1%	-$3.35K	0.03%	175
2023 Q4	$262K	Hold	4,719	–	–	0.03%	173
2023 Q3	$269K	Buy	4,719 +4	+0.1%	+$217	0.03%	164
2023 Q2	$210K	Sell	4,715 -518	-10%	-$22.6K	0.03%	179
2023 Q1	$253K	Buy	5,233 +470	+10%	+$24.4K	0.03%	160
2022 Q4	$247K	Buy	4,763 +44	+0.9%	+$2.53K	0.03%	153
2022 Q3	$254K	Buy	4,719 +12	+0.3%	+$593	0.04%	138
2022 Q2	$213K	Hold	4,707	–	–	0.03%	156
2022 Q1	$187K	Hold	4,707	–	–	0.03%	185
2021 Q4	$154K	Buy	4,707 +271	+6%	+$9.13K	0.02%	203
2021 Q3	$147K	Buy	4,436 +460	+12%	+$14K	0.02%	229
2021 Q2	$131K	Sell	3,976 -61	-2%	-$2.12K	0.02%	235
2021 Q1	$144K	Buy	4,037 +127	+3%	+$4.24K	0.06%	193
2020 Q4	$101K	Sell	3,910 -168	-4%	-$3.81K	0.05%	227
2020 Q3	$80K	Hold	4,078	–	–	0.03%	239
2020 Q2	$119K	Sell	4,078 -67	-2%	-$1.99K	0.05%	192
2020 Q1	$102K	Sell	4,145 -947	-19%	-$35.4K	0.05%	202
2019 Q4	$258K	Buy	5,092 +5	+0.1%	+$265	0.1%	143
2019 Q3	$273K	Sell	5,087 -487	-9%	-$23.6K	0.12%	117
2019 Q2	$258K	Buy	5,574 +168	+3%	+$7.51K	0.12%	120
2019 Q1	$266K	Sell	5,406 -33	-0.6%	-$1.76K	0.12%	124
2018 Q4	$278K	Sell	5,439 -45	-0.8%	-$2.76K	0.13%	113
2018 Q3	$383K	Buy	5,484 +46	+0.8%	+$3.25K	0.16%	103
2018 Q2	$372K	Buy	5,438 +72	+1%	+$4.8K	0.17%	103
2018 Q1	$262K	Hold	5,366	–	–	0.12%	120
2017 Q4	$275K	Hold	5,366	–	–	0.12%	128
2017 Q3	$193K	Hold	5,366	–	–	0.09%	141
2017 Q2	$147K	Hold	5,366	–	–	0.08%	165
2017 Q1	$152K	Hold	5,366	–	–	0.08%	162
2016 Q4	$176K	Hold	5,366	–	–	0.09%	148
2016 Q3	$131K	Hold	5,366	–	–	0.07%	180
2016 Q2	$128K	Sell	5,366 -66	-1%	-$1.97K	0.07%	169
2016 Q1	$192K	Buy	5,432 +66	+1%	+$2.27K	0.11%	133
2015 Q4	$214K	Sell	5,366 -1,000	-16%	-$47.3K	0.12%	129
2015 Q3	$311K	Buy	6,366 +1,000	+19%	+$47.6K	0.19%	94
2015 Q2	$229K	Hold	5,366	–	–	0.13%	119
2015 Q1	$216K	Hold	5,366	–	–	0.14%	106
2014 Q4	$201K	Hold	5,366	–	–	0.12%	124
2014 Q3	$234K	Hold	5,366	–	–	0.15%	107
2014 Q2	$234K	Hold	5,366	–	–	0.14%	114
2014 Q1	$255K	Hold	5,366	–	–	0.17%	105
2013 Q4	$267K	Hold	5,366	–	–	0.17%	100
2013 Q3	$226K	Hold	5,366	–	–	0.17%	94
2013 Q2	$230K	Buy	+5,366	New	+$256K	0.17%	90

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCI Wealth Advisors's DINO Position: Q1 2026 in Review

TCI Wealth Advisors held its HF Sinclair (DINO) position steady in Q1 2026 at 4,402 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #201.

TCI Wealth Advisors first reported a position in DINO in Q2 2013 and has held it in 49 quarters since. The position peaked at $383K in Q3 2018. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

TCI Wealth Advisors held 4,402 shares of HF Sinclair worth $275K as of Q1 2026.
TCI Wealth Advisors left its HF Sinclair share count unchanged in Q1 2026.
HF Sinclair made up 0.01% of TCI Wealth Advisors's portfolio in Q1 2026, its #201 holding.
TCI Wealth Advisors first reported a position in HF Sinclair in Q2 2013 and has held it in 49 quarters since.
TCI Wealth Advisors's HF Sinclair position peaked at $383K in Q3 2018.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.