West Oak Capital’s HF Sinclair DINO Stock Holding History

West Oak 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 Q3	–	Sell	-925	Closed	-$380	–	284
2025 Q2	$380	Buy	+925	New	+$31.8K	0.01%	180

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Oak Capital's DINO Position: Q3 2025 in Review

West Oak Capital sold out of HF Sinclair (DINO) in Q3 2025, closing a stake of 925 shares — an estimated $380 sold.

West Oak Capital first reported a position in DINO in Q2 2025 and held it in 1 quarter. The position peaked at $380 in Q2 2025. 597 funds tracked by Wall St. Rank hold DINO as of Q3 2025.

West Oak Capital reported no remaining HF Sinclair position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 925 HF Sinclair shares in Q3 2025, an estimated $380.
West Oak Capital first reported a position in HF Sinclair in Q2 2025 and held it in 1 quarter.
West Oak Capital's HF Sinclair position peaked at $380 in Q2 2025.
597 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.