Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s CVR Energy CVI Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2025
Q1 		– Sell
-871
Closed -$16.3K – 327
2024
Q4 		$16.3K Buy
871
+220
+34% +$4.45K ﹤0.01% 181
2024
Q3 		$15K Buy
651
+87
+15% +$2.15K ﹤0.01% 186
2024
Q2 		$15.1K Buy
564
+409
+264% +$12.4K ﹤0.01% 163
2024
Q1 		$5.53K Hold
155
– – ﹤0.01% 231
2023
Q4 		$4.7K Hold
155
– – ﹤0.01% 235
2023
Q3 		$5.28K Hold
155
– – ﹤0.01% 225
2023
Q2 		$4.64K Buy
+155
New +$4.17K ﹤0.01% 222
2022
Q2 		– Sell
-208
Closed -$5K – 309
2022
Q1 		$5K Sell
208
-2,094
-91% -$43.5K ﹤0.01% 235
2021
Q4 		$39K Buy
+2,302
New +$40.8K ﹤0.01% 258
2021
Q1 		– Sell
-3,728
Closed -$56K – 327
2020
Q4 		$56K Sell
3,728
-6,117
-62% -$82.7K ﹤0.01% 258
2020
Q3 		$121K Sell
9,845
-48,878
-83% -$829K ﹤0.01% 254
2020
Q2 		$1.18M Buy
+58,723
New +$1.18M ﹤0.01% 162

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's CVI Position: Q1 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of CVR Energy (CVI) in Q1 2025, closing a stake of 871 shares — an estimated $16.3K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in CVI in Q2 2020 and held it in 12 quarters. The position peaked at $1.18M in Q2 2020. 197 funds tracked by Wall St. Rank hold CVI as of Q1 2025.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining CVR Energy position as of Q1 2025 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 871 CVR Energy shares in Q1 2025, an estimated $16.3K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in CVR Energy in Q2 2020 and held it in 12 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's CVR Energy position peaked at $1.18M in Q2 2020.
  • 197 funds tracked by Wall St. Rank held CVR Energy as of Q1 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2025, filed 12 May 2025.