EXENCIAL WEALTH ADVISORS, LLC

Position in DINO — HF Sinclair Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in DINO

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$609,051

+$142,538 QoQ

Shares Held

9,762

-3.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $6,261,583 across 4 Oil & Gas Refining & Marketing names. DINO ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	21,959	$4,000,490
2	VLO	Valero Energy Corp/Tx	5,446	$1,345,597
3	DINO	HF Sinclair Corp This page	9,762	$609,051
4	MPC	Marathon Petroleum Corp	1,255	$306,445

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$609,051	9,762	-3.6%	Shares	Sole	2026-04-28
2025-12-31	$466,513	10,124	+7.0%	Shares	Sole	2026-01-30
2025-09-30	$495,188	9,461	+1.4%	Shares	Sole	2025-10-27
2025-06-30	$383,112	9,326	+1.2%	Shares	Sole	2025-07-30
2025-03-31	$303,087	9,218	-0.2%	Shares	Sole	2025-05-09
2024-12-31	$323,686	9,235	-0.1%	Shares	Sole	2025-02-06
2024-09-30	$412,049	9,245	-0.7%	Shares	Sole	2024-10-31
2024-06-30	$496,382	9,306	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.