Annex Advisory Services
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Annex Advisory Services’s Cenovus Energy CVE Stock Holding History

Annex Advisory Services’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.53M Buy
177,907
+18,823
+12% +$568K 0.09% 99
2026
Q2 		$3.95M Buy
159,084
+12,517
+9% +$346K 0.07% 119
2026
Q1 		$3.89M Sell
146,567
-21,412
-13% -$457K 0.07% 117
2025
Q4 		$2.84M Buy
+167,979
New +$2.92M 0.05% 140

Other funds holding CVE

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Annex Advisory Services's CVE Position: Q3 2026 in Review

Annex Advisory Services increased its Cenovus Energy (CVE) stake by 12% in Q3 2026, buying an estimated $568K and bringing the position to 177,907 shares worth $5.53M. The position accounts for 0.09% of the portfolio, ranked #99.

Annex Advisory Services first reported a position in CVE in Q4 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold CVE as of Q3 2026.

  • Annex Advisory Services held 177,907 shares of Cenovus Energy worth $5.53M as of Q3 2026.
  • Annex Advisory Services bought 18,823 Cenovus Energy shares in Q3 2026, an estimated $568K.
  • Cenovus Energy made up 0.09% of Annex Advisory Services's portfolio in Q3 2026, its #99 holding.
  • Annex Advisory Services first reported a position in Cenovus Energy in Q4 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.