$DINO (HF Sinclair Corporation) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 99.0%)

Graded daily on value A+, growth B+, profitability C+, momentum A+, revisions A-. Sector-relative, identical for every user.

Most active credible voices on $DINO

@thevalueist (TheValueist) — 181 mentions · 38.4K followers
@realsimpleariel (Ariel Hernandez) — 19 mentions · 69.8K followers
@stevedjacobs (Steve Jacobs) — 19 mentions · 17.0K followers

Recent headlines featuring $DINO

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$DINO — what investors on X are saying · SpikePanel

$DINOHF Sinclair Corporation · Oil & Gas Refining & Marketing · $17.4B

$101.59

+2.9%

Event thread

Key events, in time order

25 items

2026-11-058-K filing
8-K: Item 1.01, Item 9.01
D1 -6.5% · since +1.0%
2026-10-318-K filing
8-K: Item 1.01, Item 9.01
D1 -2.9% · +5d -10.7%

23 earlier events

2026-10-29Insider buying
Insider buying $1.1M (1)
D1 -0.1% · +5d -12.6%
2026-10-288-K filing
8-K: Item 2.02, Item 5.02, Item 7.01, Item 9.01
D1 -2.0% · +5d -6.6%
2026-10-28Earnings
Earnings report
D1 -2.0% · +5d -6.6%
2026-10-28CompanyBull
HF Sinclair Appoints New CEO, Posts Record Q3 Results
Q3 net income $2.015B beats estimates; Steve Ledbetter to become CEO effective Jan 1
D1 -2.0% · +5d -6.6%
2026-10-09AnalystBull
HF Sinclair highlighted among low price-to-sales stocks with upside
Zacks and multiple commentators flag valuation appeal amid refining strength
D1 +0.5% · +5d +3.3%
2026-10-01CompanyBull
HF Sinclair's Refining Strength, Strategic Portfolio Moves Aid Outlook
Company expects refining margins to remain elevated into 2027 amid constrained global capacity and low US inventories
D1 +5.0% · +5d +7.1%
2026-09-17CapitalBull
Multiple Institutions Increase DINO Holdings, Refining Sector Attention Rises
Sequoia boosts stake by 67.5%, Winton initiates position, showing rising institutional interest
D1 +2.3% · +5d -9.3%
2026-09-08Analyst
DINO Near 52-Week High; Traders Say Refining Sector Extended, Needs Consolidation
Refining sector has been the leading area, but short-term consolidation may be needed
D1 +2.8% · +5d +3.6%
2 waves of this story
- 2026-09-08 Trades at 10x earnings vs 12x peer avg; fair value est. $78-$99
- 2026-09-08 Refining sector has been the leading area, but short-term consolidation may be needed
2026-09-02Capital
HF Sinclair Plans Lubricants Spin-Off by Late 2027
Spin-off aims to reduce capital competition and sharpen focus on core refining and midstream
D1 +2.0% · +5d +1.6%
2 waves of this story
- 2026-09-02 Spin-off aims to reduce capital competition and sharpen focus on core refining and midstream
- 2026-09-02 Spin-off aims to reduce capital competition and sharpen focus on core refining and midstream
2026-08-278-K filing
8-K: Item 8.01
D1 +0.5% · +5d +9.4%
2026-08-19Company
DINO Hits 52-Week High as Refiner Group Draws Market Attention
Multiple independent sources confirm DINO's 52-week high amid broad refiner strength
D1 -1.1% · +5d +2.0%
2026-08-17Analyst
Diesel Market Issues Draw Attention to Refiners, DINO Affected
Analyst publicly discusses diesel market issues, mentioning DINO among refiners
D1 +1.4% · +5d +0.2%
2026-08-11Insider buying
Insider buying $1.3M (1)
D1 +0.4% · +5d +11.9%
2026-08-11AnalystBull
DINO Named to Zacks Rank #1 Strong Buy Value Stocks List
Zacks highlights DINO among top value stocks for Aug 11 based on valuation and fundamentals
D1 +0.4% · +5d +11.9%
2026-08-058-K filing
8-K: Item 1.01, Item 9.01
D1 -6.0% · +5d +6.0%
2026-08-05Capital
Multiple Institutions Adjust HF Sinclair Holdings
Amundi trims 30.3%, Cetera cuts 10.2%, ongoing institutional position changes
D1 -6.0% · +5d +6.0%
2 waves of this story
- 2026-08-05 Amundi trims 30.3%, Cetera cuts 10.2%, CalSTRS raises 22.9%
- 2026-08-05 Amundi trims 30.3%, Cetera cuts 10.2%, ongoing institutional position changes
2026-08-04Product
Sinclair Launches Mammoth Monday Fuel Savings Event
Weekly fuel savings up to 25 cents per gallon to reward loyal customers
D1 -0.5% · +5d -3.1%
2026-07-24 → 08-03RegulationBear
EPA Denies HF Sinclair Biofuel Waiver Petitions, Grants Delek Full Exemption
EPA Monday granted Delek full 2024 biofuel waiver while declaring HF Sinclair's two refinery petitions ineligible, extending prior litigation dispute.
D1 -0.9% · +5d +3.6%
2 waves of this story
- 2026-07-24 Refiner challenges EPA's continued delay on biofuel blending mandate exemptions, adding regulatory uncertainty.
- 2026-08-03 EPA Monday granted Delek full 2024 biofuel waiver while declaring HF Sinclair's two refinery petitions ineligible, extending prior litigation dispute.
2026-07-28Earnings
Earnings report
炼油业务第二季度调整后EBITDA为10亿美元，原油加工量平均约64万桶/日，超出指引区间。
D1 -1.6% · +5d -1.2%
2026-07-28Company
HF Sinclair Announces Strategic Transformation, Plans Separation of Lubricants & Specialties and Retirement of Canadian Base Oil Assets
Plans to pursue separation of Lubricants & Specialties via capital markets and retire Canadian base oil refining assets
D1 -1.6% · +5d -1.2%
3 waves of this story
- 2026-07-28 Company plans capital markets separation of Lubricants & Specialties and retirement of Canadian base oil assets
- 2026-07-28 Plans to pursue separation of Lubricants & Specialties via capital markets and retire Canadian base oil refining assets.
- 2026-07-28 Plans to pursue separation of Lubricants & Specialties via capital markets and retire Canadian base oil refining assets
2026-07-288-K filing
8-K: Item 5.02
D1 -1.6% · +5d -1.2%
2026-07-27CapitalBear
Entropy Technologies Reduces Stake in HF Sinclair by 68.8%
According to 13F filing, Entropy Technologies significantly reduced its stake in Q1, holding 34,261 shares.
D1 +2.8% · +5d -2.3%
2 waves of this story
- 2026-07-27 Fund reduced position in Q1, signaling portfolio shift
- 2026-07-27 According to 13F filing, Entropy Technologies significantly reduced its stake in Q1, holding 34,261 shares.
2026-07-15 → 07-17Analyst
HF Sinclair Initiated at Hold, PT $85
Navellier prefers individual refiners over energy ETFs; multiple independent sources cover the stock
D1 +1.0% · +5d +8.3%
2 waves of this story
- 2026-07-15 Stock at 52-week high with multiple independent mentions, indicating rising market attention.
- 2026-07-17 Navellier prefers individual refiners over energy ETFs; multiple independent sources cover the stock

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

25 items

2026-11-058-K filing
8-K: Item 1.01, Item 9.01
D1 -6.5% · since +1.0%
2026-10-318-K filing
8-K: Item 1.01, Item 9.01
D1 -2.9% · +5d -10.7%
2026-10-29Insider buying
Insider buying $1.1M (1)
D1 -0.1% · +5d -12.6%
2026-10-288-K filing
8-K: Item 2.02, Item 5.02, Item 7.01, Item 9.01
D1 -2.0% · +5d -6.6%
2026-10-28Earnings
Earnings report
D1 -2.0% · +5d -6.6%

20 earlier events

2026-10-28CompanyBull
HF Sinclair Appoints New CEO, Posts Record Q3 Results
Q3 net income $2.015B beats estimates; Steve Ledbetter to become CEO effective Jan 1
D1 -2.0% · +5d -6.6%
2026-10-09AnalystBull
HF Sinclair highlighted among low price-to-sales stocks with upside
Zacks and multiple commentators flag valuation appeal amid refining strength
D1 +0.5% · +5d +3.3%
2026-10-01CompanyBull
HF Sinclair's Refining Strength, Strategic Portfolio Moves Aid Outlook
Company expects refining margins to remain elevated into 2027 amid constrained global capacity and low US inventories
D1 +5.0% · +5d +7.1%
2026-09-17CapitalBull
Multiple Institutions Increase DINO Holdings, Refining Sector Attention Rises
Sequoia boosts stake by 67.5%, Winton initiates position, showing rising institutional interest
D1 +2.3% · +5d -9.3%
2026-09-08Analyst
DINO Near 52-Week High; Traders Say Refining Sector Extended, Needs Consolidation
Refining sector has been the leading area, but short-term consolidation may be needed
D1 +2.8% · +5d +3.6%
2 waves of this story
- 2026-09-08 Trades at 10x earnings vs 12x peer avg; fair value est. $78-$99
- 2026-09-08 Refining sector has been the leading area, but short-term consolidation may be needed
2026-09-02Capital
HF Sinclair Plans Lubricants Spin-Off by Late 2027
Spin-off aims to reduce capital competition and sharpen focus on core refining and midstream
D1 +2.0% · +5d +1.6%
2 waves of this story
- 2026-09-02 Spin-off aims to reduce capital competition and sharpen focus on core refining and midstream
- 2026-09-02 Spin-off aims to reduce capital competition and sharpen focus on core refining and midstream
2026-08-278-K filing
8-K: Item 8.01
D1 +0.5% · +5d +9.4%
2026-08-19Company
DINO Hits 52-Week High as Refiner Group Draws Market Attention
Multiple independent sources confirm DINO's 52-week high amid broad refiner strength
D1 -1.1% · +5d +2.0%
2026-08-17Analyst
Diesel Market Issues Draw Attention to Refiners, DINO Affected
Analyst publicly discusses diesel market issues, mentioning DINO among refiners
D1 +1.4% · +5d +0.2%
2026-08-11Insider buying
Insider buying $1.3M (1)
D1 +0.4% · +5d +11.9%
2026-08-11AnalystBull
DINO Named to Zacks Rank #1 Strong Buy Value Stocks List
Zacks highlights DINO among top value stocks for Aug 11 based on valuation and fundamentals
D1 +0.4% · +5d +11.9%
2026-08-058-K filing
8-K: Item 1.01, Item 9.01
D1 -6.0% · +5d +6.0%
2026-08-05Capital
Multiple Institutions Adjust HF Sinclair Holdings
Amundi trims 30.3%, Cetera cuts 10.2%, ongoing institutional position changes
D1 -6.0% · +5d +6.0%
2 waves of this story
- 2026-08-05 Amundi trims 30.3%, Cetera cuts 10.2%, CalSTRS raises 22.9%
- 2026-08-05 Amundi trims 30.3%, Cetera cuts 10.2%, ongoing institutional position changes
2026-08-04Product
Sinclair Launches Mammoth Monday Fuel Savings Event
Weekly fuel savings up to 25 cents per gallon to reward loyal customers
D1 -0.5% · +5d -3.1%
2026-07-24 → 08-03RegulationBear
EPA Denies HF Sinclair Biofuel Waiver Petitions, Grants Delek Full Exemption
EPA Monday granted Delek full 2024 biofuel waiver while declaring HF Sinclair's two refinery petitions ineligible, extending prior litigation dispute.
D1 -0.9% · +5d +3.6%
2 waves of this story
- 2026-07-24 Refiner challenges EPA's continued delay on biofuel blending mandate exemptions, adding regulatory uncertainty.
- 2026-08-03 EPA Monday granted Delek full 2024 biofuel waiver while declaring HF Sinclair's two refinery petitions ineligible, extending prior litigation dispute.
2026-07-28Earnings
Earnings report
炼油业务第二季度调整后EBITDA为10亿美元，原油加工量平均约64万桶/日，超出指引区间。
D1 -1.6% · +5d -1.2%
2026-07-28Company
HF Sinclair Announces Strategic Transformation, Plans Separation of Lubricants & Specialties and Retirement of Canadian Base Oil Assets
Plans to pursue separation of Lubricants & Specialties via capital markets and retire Canadian base oil refining assets
D1 -1.6% · +5d -1.2%
3 waves of this story
- 2026-07-28 Company plans capital markets separation of Lubricants & Specialties and retirement of Canadian base oil assets
- 2026-07-28 Plans to pursue separation of Lubricants & Specialties via capital markets and retire Canadian base oil refining assets.
- 2026-07-28 Plans to pursue separation of Lubricants & Specialties via capital markets and retire Canadian base oil refining assets
2026-07-288-K filing
8-K: Item 5.02
D1 -1.6% · +5d -1.2%
2026-07-27CapitalBear
Entropy Technologies Reduces Stake in HF Sinclair by 68.8%
According to 13F filing, Entropy Technologies significantly reduced its stake in Q1, holding 34,261 shares.
D1 +2.8% · +5d -2.3%
2 waves of this story
- 2026-07-27 Fund reduced position in Q1, signaling portfolio shift
- 2026-07-27 According to 13F filing, Entropy Technologies significantly reduced its stake in Q1, holding 34,261 shares.
2026-07-15 → 07-17Analyst
HF Sinclair Initiated at Hold, PT $85
Navellier prefers individual refiners over energy ETFs; multiple independent sources cover the stock
D1 +1.0% · +5d +8.3%
2 waves of this story
- 2026-07-15 Stock at 52-week high with multiple independent mentions, indicating rising market attention.
- 2026-07-17 Navellier prefers individual refiners over energy ETFs; multiple independent sources cover the stock

$DINO (HF Sinclair Corporation) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 99.0%)

Most active credible voices on $DINO

Recent headlines featuring $DINO

$DINO (HF Sinclair Corporation) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 99.0%)

Most active credible voices on $DINO

Recent headlines featuring $DINO

8-K: Item 1.01, Item 9.01

8-K: Item 1.01, Item 9.01

Insider buying $1.1M (1)

8-K: Item 2.02, Item 5.02, Item 7.01, Item 9.01

Earnings report

HF Sinclair Appoints New CEO, Posts Record Q3 Results

HF Sinclair highlighted among low price-to-sales stocks with upside

HF Sinclair's Refining Strength, Strategic Portfolio Moves Aid Outlook

Multiple Institutions Increase DINO Holdings, Refining Sector Attention Rises

DINO Near 52-Week High; Traders Say Refining Sector Extended, Needs Consolidation

HF Sinclair Plans Lubricants Spin-Off by Late 2027

8-K: Item 8.01

DINO Hits 52-Week High as Refiner Group Draws Market Attention

Diesel Market Issues Draw Attention to Refiners, DINO Affected

Insider buying $1.3M (1)

DINO Named to Zacks Rank #1 Strong Buy Value Stocks List

8-K: Item 1.01, Item 9.01

Multiple Institutions Adjust HF Sinclair Holdings

Sinclair Launches Mammoth Monday Fuel Savings Event

EPA Denies HF Sinclair Biofuel Waiver Petitions, Grants Delek Full Exemption

Earnings report

HF Sinclair Announces Strategic Transformation, Plans Separation of Lubricants & Specialties and Retirement of Canadian Base Oil Assets

8-K: Item 5.02

Entropy Technologies Reduces Stake in HF Sinclair by 68.8%

HF Sinclair Initiated at Hold, PT $85

Bull vs bear

Discussion

8-K: Item 1.01, Item 9.01

8-K: Item 1.01, Item 9.01

Insider buying $1.1M (1)

8-K: Item 2.02, Item 5.02, Item 7.01, Item 9.01

Earnings report

HF Sinclair Appoints New CEO, Posts Record Q3 Results

HF Sinclair highlighted among low price-to-sales stocks with upside

HF Sinclair's Refining Strength, Strategic Portfolio Moves Aid Outlook

Multiple Institutions Increase DINO Holdings, Refining Sector Attention Rises

DINO Near 52-Week High; Traders Say Refining Sector Extended, Needs Consolidation

HF Sinclair Plans Lubricants Spin-Off by Late 2027

8-K: Item 8.01

DINO Hits 52-Week High as Refiner Group Draws Market Attention

Diesel Market Issues Draw Attention to Refiners, DINO Affected

Insider buying $1.3M (1)

DINO Named to Zacks Rank #1 Strong Buy Value Stocks List

8-K: Item 1.01, Item 9.01

Multiple Institutions Adjust HF Sinclair Holdings

Sinclair Launches Mammoth Monday Fuel Savings Event

EPA Denies HF Sinclair Biofuel Waiver Petitions, Grants Delek Full Exemption

Earnings report

HF Sinclair Announces Strategic Transformation, Plans Separation of Lubricants & Specialties and Retirement of Canadian Base Oil Assets

8-K: Item 5.02

Entropy Technologies Reduces Stake in HF Sinclair by 68.8%

HF Sinclair Initiated at Hold, PT $85