Valued Wealth Advisors’s HF Sinclair DINO Stock Holding History

Valued 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 Q2	$3.71K	Sell	53 -1	-2%	-$66	﹤0.01%	518
2026 Q1	$3.38K	Buy	54 +26	+93%	+$1.41K	﹤0.01%	461
2025 Q4	$1.3K	Buy	28 +4	+17%	+$206	﹤0.01%	440
2025 Q3	$1.26K	Hold	24	–	–	﹤0.01%	430
2025 Q2	$991	Sell	24 -7	-23%	-$241	﹤0.01%	449
2025 Q1	$1.03K	Hold	31	–	–	﹤0.01%	484
2024 Q4	$1.09K	Buy	31 +3	+11%	+$123	﹤0.01%	468
2024 Q3	$1.25K	Sell	28 -1	-3%	-$48	﹤0.01%	423
2024 Q2	$1.55K	Buy	29 +4	+16%	+$225	﹤0.01%	396
2024 Q1	$1.51K	Buy	25 +3	+14%	+$171	﹤0.01%	392
2023 Q4	$1.25K	Buy	+22	New	+$1.2K	﹤0.01%	360

Other funds holding DINO

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Valued Wealth Advisors's DINO Position: Q2 2026 in Review

Valued Wealth Advisors reduced its HF Sinclair (DINO) stake by 1.9% in Q2 2026, selling an estimated $66 and leaving 53 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Valued Wealth Advisors first reported a position in DINO in Q4 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Valued Wealth Advisors held 53 shares of HF Sinclair worth $3.71K as of Q2 2026.
Valued Wealth Advisors sold 1 HF Sinclair share in Q2 2026, an estimated $66.
HF Sinclair made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #518 holding.
Valued Wealth Advisors first reported a position in HF Sinclair in Q4 2023 and has held it in 11 quarters since.
147 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.