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United Capital Financial Advisors’s HF Sinclair DINO Stock Holding History

United Capital Financial 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
Q2 		$373K Buy
5,355
+315
+6% +$20.9K ﹤0.01% 1268
2026
Q1 		$314K Buy
+5,040
New +$273K ﹤0.01% 1325
2024
Q1 		– Sell
-3,630
Closed -$202K – 1090
2023
Q4 		$202K Buy
+3,630
New +$198K ﹤0.01% 1004
2020
Q1 		– Sell
-71,660
Closed -$3.63M – 1235
2019
Q4 		$3.63M Sell
71,660
-51,491
-42% -$2.73M 0.02% 481
2019
Q3 		$6.61M Buy
123,151
+112,424
+1,048% +$5.45M 0.05% 353
2019
Q2 		$496K Buy
+10,727
New +$479K ﹤0.01% 1052
2019
Q1 		– Sell
-82,343
Closed -$4.21M – 1362
2018
Q4 		$4.21M Buy
82,343
+6,797
+9% +$416K 0.03% 407
2018
Q3 		$5.28M Buy
75,546
+71,793
+1,913% +$5.07M 0.04% 425
2018
Q2 		$257K Sell
3,753
-1,859
-33% -$124K ﹤0.01% 1146
2018
Q1 		$274K Sell
5,612
-489
-8% -$23.3K ﹤0.01% 1124
2017
Q4 		$312K Buy
+6,101
New +$258K ﹤0.01% 1098
2017
Q3 		– Sell
-9,881
Closed -$271K – 1314
2017
Q2 		$271K Sell
9,881
-1,594
-14% -$42.5K ﹤0.01% 1105
2017
Q1 		$325K Sell
11,475
-3,211
-22% -$93.8K ﹤0.01% 1022
2016
Q4 		$481K Sell
14,686
-4,633
-24% -$128K ﹤0.01% 947
2016
Q3 		$473K Sell
19,319
-2,398
-11% -$60.3K ﹤0.01% 984
2016
Q2 		$521K Sell
21,717
-14,745
-40% -$439K 0.01% 902
2016
Q1 		$1.29M Sell
36,462
-28,394
-44% -$978K 0.01% 638
2015
Q4 		$2.59M Sell
64,856
-3,527
-5% -$167K 0.03% 496
2015
Q3 		$3.34M Sell
68,383
-65,949
-49% -$3.14M 0.04% 405
2015
Q2 		$5.74M Sell
134,332
-2,659
-2% -$107K 0.07% 318
2015
Q1 		$5.31M Buy
136,991
+8,750
+7% +$335K 0.06% 319
2014
Q4 		$4.81M Buy
128,241
+9,136
+8% +$381K 0.07% 261
2014
Q3 		$5.2M Buy
119,105
+229
+0.2% +$10.7K 0.09% 247
2014
Q2 		$5.19M Buy
118,876
+4,841
+4% +$238K 0.1% 234
2014
Q1 		$5.43M Buy
114,035
+82,828
+265% +$3.92M 0.12% 199
2013
Q4 		$1.55M Sell
31,207
-19,062
-38% -$869K 0.05% 277
2013
Q3 		$2.12M Buy
+50,269
New +$2.18M 0.07% 244

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

United Capital Financial Advisors's DINO Position: Q2 2026 in Review

United Capital Financial Advisors increased its HF Sinclair (DINO) stake by 6.3% in Q2 2026, buying an estimated $20.9K and bringing the position to 5,355 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

United Capital Financial Advisors first reported a position in DINO in Q3 2013 and has held it in 27 quarters since. The position peaked at $6.61M in Q3 2019. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • United Capital Financial Advisors held 5,355 shares of HF Sinclair worth $373K as of Q2 2026.
  • United Capital Financial Advisors bought 315 HF Sinclair shares in Q2 2026, an estimated $20.9K.
  • HF Sinclair made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1268 holding.
  • United Capital Financial Advisors first reported a position in HF Sinclair in Q3 2013 and has held it in 27 quarters since.
  • United Capital Financial Advisors's HF Sinclair position peaked at $6.61M in Q3 2019.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.