POINCIANA ADVISORS GROUP, LLC DINO HF SINCLAIR CORP

Ownership history in POINCIANA ADVISORS GROUP, LLC  ·  5 quarters on record

AI Ownership Summary

POINCIANA ADVISORS GROUP, LLC reported HF SINCLAIR CORP (DINO) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.4% in 2026 Q2. The latest visible filing shows DINO at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DINO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POINCIANA ADVISORS GROUP, LLC's position in HF SINCLAIR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DINO was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How POINCIANA ADVISORS GROUP, LLC held DINO — position size vs. price
% of Fund (quarterly)    DINO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 7,658 0% 0.40% $533K 2026-07-28 $89.30
2026 Q1 REDUCED 10.0% +14.3% 7,658 -851 -10.0% 0.38% $478K 2026-04-16 $59.70
2025 Q4 REDUCED 8,509 -12 -0.1% 0.31% $392K 2026-02-09 $57.22
2025 Q3 ADDED 8,521 +5 +0.1% 0.38% $446K 2025-10-31 $50.28
2025 Q2 INITIATED 8,516 0.32% $350K 2025-07-17 $42.14

FAQ About POINCIANA ADVISORS GROUP, LLC and DINO

These are the practical questions this page is built to answer before you even open the full history table.

How long has POINCIANA ADVISORS GROUP, LLC reported owning DINO?

POINCIANA ADVISORS GROUP, LLC reported DINO across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported DINO position in POINCIANA ADVISORS GROUP, LLC's portfolio?

The largest reported portfolio weight for DINO was 0.40% in 2026 Q2.

What is the latest reported DINO position on this page?

The most recent filing on this page is 2026 Q2, when POINCIANA ADVISORS GROUP, LLC reported 7,658 shares, equal to 0.40% of portfolio, with an estimated market value of $533K.

What does the chart on this DINO ownership page compare?

The chart compares POINCIANA ADVISORS GROUP, LLC's quarterly DINO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did POINCIANA ADVISORS GROUP, LLC time their DINO position?

Based on 13F filing dates vs. subsequent DINO price moves, POINCIANA ADVISORS GROUP, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DINO relative to SPY over the holding period was +75.8%.

← Back to POINCIANA ADVISORS GROUP, LLC Holdings