Waverly Advisors’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$734K Buy
10,538
+980
+10% +$65.2K ﹤0.01% 1000
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

Waverly Advisors's DINO Position: Q2 2026 in Review

Waverly Advisors increased its HF Sinclair (DINO) stake by 10% in Q2 2026, buying an estimated $65.2K and bringing the position to 10,538 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Waverly Advisors first reported a position in DINO in Q3 2013 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Waverly Advisors held 10,538 shares of HF Sinclair worth $734K as of Q2 2026.
  • Waverly Advisors bought 980 HF Sinclair shares in Q2 2026, an estimated $65.2K.
  • HF Sinclair made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1000 holding.
  • Waverly Advisors first reported a position in HF Sinclair in Q3 2013 and has held it in 9 quarters since.
  • 686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.