Whipplewood 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
$2.3K Sell
33
-52
-61% -$3.46K ﹤0.01% 406
2026
Q1
$5.3K Buy
+85
New +$4.61K ﹤0.01% 598
2025
Q3
Sell
-85
Closed -$3.49K 538
2025
Q2
$3.49K Buy
85
+61
+254% +$2.1K ﹤0.01% 765
2025
Q1
$3.68K Sell
24
-106
-82% -$3.71K ﹤0.01% 761
2024
Q4
$4.56K Buy
+130
New +$5.32K ﹤0.01% 716

Other funds holding DINO

Whipplewood Advisors's DINO Position: Q2 2026 in Review

Whipplewood Advisors reduced its HF Sinclair (DINO) stake by 61% in Q2 2026, selling an estimated $3.46K and leaving 33 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Whipplewood Advisors first reported a position in DINO in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.3K in Q1 2026. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Whipplewood Advisors held 33 shares of HF Sinclair worth $2.3K as of Q2 2026.
  • Whipplewood Advisors sold 52 HF Sinclair shares in Q2 2026, an estimated $3.46K.
  • HF Sinclair made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #406 holding.
  • Whipplewood Advisors first reported a position in HF Sinclair in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's HF Sinclair position peaked at $5.3K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.