West Branch Capital’s HF Sinclair DINO Stock Holding History

West Branch Capital’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 Q2	–	Sell	-96	Closed	-$3.16K	–	489
2025 Q1	$3.16K	Hold	96	–	–	﹤0.01%	376
2024 Q4	$3.37K	Buy	+96	New	+$3.93K	﹤0.01%	354

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

West Branch Capital's DINO Position: Q2 2025 in Review

West Branch Capital sold out of HF Sinclair (DINO) in Q2 2025, closing a stake of 96 shares — an estimated $3.16K sold.

West Branch Capital first reported a position in DINO in Q4 2024 and held it in 2 quarters. The position peaked at $3.37K in Q4 2024. 542 funds tracked by Wall St. Rank hold DINO as of Q2 2025.

West Branch Capital reported no remaining HF Sinclair position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 96 HF Sinclair shares in Q2 2025, an estimated $3.16K.
West Branch Capital first reported a position in HF Sinclair in Q4 2024 and held it in 2 quarters.
West Branch Capital's HF Sinclair position peaked at $3.37K in Q4 2024.
542 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.