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Total Wealth Planning & Management’s HF Sinclair DINO Stock Holding History

Total Wealth Planning & 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
Q2 		– Sell
-8,006
Closed -$499K – 221
2026
Q1 		$499K Buy
+8,006
New +$434K 0.37% 90
2025
Q1 		– Sell
-9,916
Closed -$348K – 205
2024
Q4 		$348K Buy
+9,916
New +$406K 0.32% 106

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Total Wealth Planning & Management's DINO Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of HF Sinclair (DINO) in Q2 2026, closing a stake of 8,006 shares — an estimated $499K sold.

Total Wealth Planning & Management first reported a position in DINO in Q4 2024 and held it in 2 quarters. The position peaked at $499K in Q1 2026. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining HF Sinclair position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 8,006 HF Sinclair shares in Q2 2026, an estimated $499K.
  • Total Wealth Planning & Management first reported a position in HF Sinclair in Q4 2024 and held it in 2 quarters.
  • Total Wealth Planning & Management's HF Sinclair position peaked at $499K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.