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Venturi Wealth Management’s HF Sinclair DINO Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-30
Closed -$1.05K – 889
2024
Q4 		$1.05K Hold
30
– – ﹤0.01% 1916
2024
Q3 		$1.34K Hold
30
– – ﹤0.01% 1736
2024
Q2 		$1.6K Hold
30
– – ﹤0.01% 1398
2024
Q1 		$1.81K Hold
30
– – ﹤0.01% 1268
2023
Q4 		$1.67K Hold
30
– – ﹤0.01% 1258
2023
Q3 		$1.71K Hold
30
– – ﹤0.01% 1205
2023
Q2 		$1.34K Hold
30
– – ﹤0.01% 982
2023
Q1 		$1.45K Buy
+30
New +$1.56K ﹤0.01% 1060
2018
Q3 		– Sell
-6,410
Closed -$438K – 166
2018
Q2 		$438K Buy
6,410
+110
+2% +$7.33K 0.08% 139
2018
Q1 		$308K Buy
+6,300
New +$300K 0.06% 152

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's DINO Position: Q1 2025 in Review

Venturi Wealth Management sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 30 shares — an estimated $1.05K sold.

Venturi Wealth Management first reported a position in DINO in Q1 2018 and held it in 10 quarters. The position peaked at $438K in Q2 2018. 506 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

  • Venturi Wealth Management reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 30 HF Sinclair shares in Q1 2025, an estimated $1.05K.
  • Venturi Wealth Management first reported a position in HF Sinclair in Q1 2018 and held it in 10 quarters.
  • Venturi Wealth Management's HF Sinclair position peaked at $438K in Q2 2018.
  • 506 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.