Valeo Financial Advisors’s HF Sinclair DINO Stock Holding History

Valeo 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 Q3	$321K	Buy	+2,992	New	+$283K	0.01%	609
2021 Q2	–	Sell	-578	Closed	-$21K	–	833
2021 Q1	$21K	Buy	578 +62	+12%	+$2.07K	﹤0.01%	1144
2020 Q4	$13K	Hold	516	–	–	﹤0.01%	1126
2020 Q3	$10K	Sell	516 -40	-7%	-$997	﹤0.01%	1077
2020 Q2	$16K	Buy	556 +120	+28%	+$3.56K	﹤0.01%	1132
2020 Q1	$12K	Buy	436 +20	+5%	+$747	﹤0.01%	1022
2019 Q4	$21K	Hold	416	–	–	﹤0.01%	909
2019 Q3	$22K	Hold	416	–	–	﹤0.01%	822
2019 Q2	$19K	Hold	416	–	–	﹤0.01%	859
2019 Q1	$20K	Hold	416	–	–	﹤0.01%	786
2018 Q4	$21K	Sell	416 -74	-15%	-$4.53K	﹤0.01%	694
2018 Q3	$33K	Buy	490 +53	+12%	+$3.74K	﹤0.01%	638
2018 Q2	$30K	Buy	+437	New	+$29.1K	﹤0.01%	649
2017 Q4	–	Sell	-160	Closed	-$6K	–	1392
2017 Q3	$6K	Buy	+160	New	+$4.81K	﹤0.01%	822

Other funds holding DINO

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's DINO Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in HF Sinclair (DINO) in Q3 2026: 2,992 shares worth $321K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in DINO as recently as Q1 2021.

Valeo Financial Advisors first reported a position in DINO in Q3 2017 and has held it in 14 quarters since. 35 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

Valeo Financial Advisors held 2,992 shares of HF Sinclair worth $321K as of Q3 2026.
HF Sinclair was a new Valeo Financial Advisors position in Q3 2026.
HF Sinclair made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #609 holding.
Valeo Financial Advisors first reported a position in HF Sinclair in Q3 2017 and has held it in 14 quarters since.
35 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.