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Superior Planning, LLC’s CVR Energy CVI Stock Holding History

Superior Planning, LLC’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.58K Buy
+31
New +$1.22K ﹤0.01% 1627

Other funds holding CVI

Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Winton Group
Winton Group London, United Kingdom $2.58B AUM 26.15% 1-Year Est. Return

Superior Planning, LLC's CVI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CVR Energy (CVI) in Q3 2026: 31 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #1627 among its holdings.

159 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • Superior Planning, LLC held 31 shares of CVR Energy worth $1.58K as of Q3 2026.
  • CVR Energy was a new Superior Planning, LLC position in Q3 2026.
  • CVR Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1627 holding.
  • 159 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.