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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
Q1 		$487K Buy
+7,800
New +$423K 0.36% 97

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

Total Wealth Planning & Management's DINO Position: Q1 2026 in Review

Total Wealth Planning & Management opened a new position in HF Sinclair (DINO) in Q1 2026: 8,006 shares worth $499K. The stake represents 0.37% of the portfolio and ranks #90 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in DINO as recently as Q4 2024.

Total Wealth Planning & Management first reported a position in DINO in Q4 2024 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Total Wealth Planning & Management held 8,006 shares of HF Sinclair worth $499K as of Q1 2026.
  • HF Sinclair was a new Total Wealth Planning & Management position in Q1 2026.
  • HF Sinclair made up 0.37% of Total Wealth Planning & Management's portfolio in Q1 2026, its #90 holding.
  • Total Wealth Planning & Management first reported a position in HF Sinclair in Q4 2024 and has held it in 2 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.