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Waverly Advisors’s HF Sinclair DINO Stock Holding History

Waverly 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
Q1 		$596K Buy
9,558
+564
+6% +$30.6K ﹤0.01% 1001
2025
Q4 		$414K Buy
8,994
+1,905
+27% +$98.2K ﹤0.01% 1078
2025
Q3 		$371K Buy
7,089
+1,411
+25% +$66.9K ﹤0.01% 960
2025
Q2 		$233K Buy
+5,678
New +$195K ﹤0.01% 1073
2014
Q3 		– Sell
-1,942
Closed -$85K – 765
2014
Q2 		$85K Buy
1,942
+14
+0.7% +$687 0.04% 168
2014
Q1 		$92K Buy
1,928
+12
+0.6% +$568 0.04% 154
2013
Q4 		$95K Buy
1,916
+12
+0.6% +$547 0.03% 242
2013
Q3 		$80K Buy
+1,904
New +$82.7K 0.04% 181

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

Waverly Advisors's DINO Position: Q1 2026 in Review

Waverly Advisors increased its HF Sinclair (DINO) stake by 6.3% in Q1 2026, buying an estimated $30.6K and bringing the position to 9,558 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Waverly Advisors first reported a position in DINO in Q3 2013 and has held it in 8 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Waverly Advisors held 9,558 shares of HF Sinclair worth $596K as of Q1 2026.
  • Waverly Advisors bought 564 HF Sinclair shares in Q1 2026, an estimated $30.6K.
  • HF Sinclair made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1001 holding.
  • Waverly Advisors first reported a position in HF Sinclair in Q3 2013 and has held it in 8 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.