HF SinclairDINO
About: HF Sinclair is an integrated petroleum refiner that owns and operates seven refineries serving the Rockies, midcontinent, Southwest, and Pacific Northwest, with a total crude oil throughput capacity of 678,000 barrels per day. It can produce 380 million gallons of renewable diesel annually. It holds a marketing business with over 300 distributors and 1,500 wholesale branded sites across 30 states. It also owns and operates 4,400 miles of petroleum product pipelines and terminals principally in the southwestern United States.
Employees: 5,297
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
20% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 82
3.9% more ownership
Funds ownership: 77.54% [Q3] → 81.44% (+3.9%) [Q4]
2% more funds holding
Funds holding: 525 [Q3] → 537 (+12) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 190
0% less call options, than puts
Call options by funds: $45.8M | Put options by funds: $46M
19% less capital invested
Capital invested by funds: $6.59B [Q3] → $5.37B (-$1.23B) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Barclays Theresa Chen 33% 1-year accuracy 11 / 33 met price target | 0%downside $29 | Equal-Weight Maintained | 16 Apr 2025 |
Scotiabank Paul Cheng 32% 1-year accuracy 12 / 37 met price target | 68%upside $49 | Sector Outperform Maintained | 11 Apr 2025 |
Mizuho Nitin Kumar 24% 1-year accuracy 15 / 62 met price target | 37%upside $40 | Neutral Maintained | 3 Apr 2025 |
Wells Fargo Roger Read 23% 1-year accuracy 27 / 115 met price target | 51%upside $44 | Equal-Weight Maintained | 21 Mar 2025 |
Morgan Stanley Connor Lynagh 22% 1-year accuracy 4 / 18 met price target | 72%upside $50 | Overweight Maintained | 14 Mar 2025 |
Financial journalist opinion









