Wealthspire Advisors (New York)’s HF Sinclair DINO Stock Holding History

Wealthspire Advisors (New York)’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	$246K	Buy	+3,944	New	+$214K	﹤0.01%	793
2025 Q4	–	Sell	-3,755	Closed	-$197K	–	1497
2025 Q3	$197K	Buy	+3,755	New	+$178K	﹤0.01%	799
2024 Q4	–	Sell	-7,505	Closed	-$334K	–	806
2024 Q3	$334K	Buy	7,505 +31	+0.4%	+$1.48K	﹤0.01%	598
2024 Q2	$399K	Buy	7,474 +558	+8%	+$31.4K	0.01%	473
2024 Q1	$418K	Sell	6,916 -286	-4%	-$16.3K	0.01%	454
2023 Q4	$400K	Sell	7,202 -166	-2%	-$9.05K	0.01%	453
2023 Q3	$419K	Buy	7,368 +34	+0.5%	+$1.85K	0.01%	423
2023 Q2	$327K	Hold	7,334	–	–	0.01%	448
2023 Q1	$355K	Sell	7,334 -216	-3%	-$11.2K	0.01%	410
2022 Q4	$392K	Buy	7,550 +250	+3%	+$14.4K	0.01%	409
2022 Q3	$393K	Buy	7,300 +250	+4%	+$12.4K	0.01%	374
2022 Q2	$318K	Buy	+7,050	New	+$316K	0.01%	387
2019 Q1	–	Sell	-7	Closed	–	–	236
2018 Q4	$0	Buy	+7	New	+$429	﹤0.01%	885

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealthspire Advisors (New York)'s DINO Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in HF Sinclair (DINO) in Q1 2026: 3,944 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in DINO as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in DINO in Q4 2018 and has held it in 13 quarters since. The position peaked at $419K in Q3 2023. 646 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Wealthspire Advisors (New York) held 3,944 shares of HF Sinclair worth $246K as of Q1 2026.
HF Sinclair was a new Wealthspire Advisors (New York) position in Q1 2026.
HF Sinclair made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #793 holding.
Wealthspire Advisors (New York) first reported a position in HF Sinclair in Q4 2018 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s HF Sinclair position peaked at $419K in Q3 2023.
646 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.