Basecamp Wealth Advisors’s CVR Energy CVI Stock Holding History

Basecamp Wealth Advisors’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 Q1	–	Sell	-76	Closed	-$1.93K	–	2063
2025 Q4	$1.93K	Buy	+76	New	+$2.59K	﹤0.01%	1354

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basecamp Wealth Advisors's CVI Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of CVR Energy (CVI) in Q1 2026, closing a stake of 76 shares — an estimated $1.93K sold.

Basecamp Wealth Advisors first reported a position in CVI in Q4 2025 and held it in 1 quarter. The position peaked at $1.93K in Q4 2025. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

Basecamp Wealth Advisors reported no remaining CVR Energy position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 76 CVR Energy shares in Q1 2026, an estimated $1.93K.
Basecamp Wealth Advisors first reported a position in CVR Energy in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's CVR Energy position peaked at $1.93K in Q4 2025.
218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.