Rothwell Investment Advisors, LLC’s CVR Energy CVI Stock Holding History

Rothwell Investment Advisors, 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	$6.63K	Buy	+130	New	+$5.12K	﹤0.01%	853

Other funds holding CVI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CVI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in CVR Energy (CVI) in Q3 2026: 130 shares worth $6.63K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings.

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

Rothwell Investment Advisors, LLC held 130 shares of CVR Energy worth $6.63K as of Q3 2026.
CVR Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
CVR Energy made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #853 holding.
100 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.