Beverly Hills Private Wealth’s Cenovus Energy CVE Stock Holding History

Beverly Hills Private Wealth’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 Q2	$2.68M	Sell	107,923 -15,969	-13%	-$441K	0.51%	57
2026 Q1	$3.29M	Sell	123,892 -48,681	-28%	-$1.04M	0.55%	53
2025 Q4	$2.92M	Buy	172,573 +7,989	+5%	+$139K	0.5%	56
2025 Q3	$2.8M	Buy	164,584 +2,349	+1%	+$36.7K	0.49%	56
2025 Q2	$2.21M	Sell	162,235 -6,938	-4%	-$90.1K	0.41%	63
2025 Q1	$2.35M	Buy	169,173 +25,288	+18%	+$364K	0.47%	61
2024 Q4	$2.18M	Buy	143,885 +13,952	+11%	+$224K	0.44%	64
2024 Q3	$2.17M	Buy	129,933 +50,181	+63%	+$931K	0.44%	64
2024 Q2	$1.57M	Buy	79,752 +32,597	+69%	+$659K	0.34%	83
2024 Q1	$943K	Buy	47,155 +35,814	+316%	+$612K	0.22%	110
2023 Q4	$189K	Buy	+11,341	New	+$208K	0.05%	321

Other funds holding CVE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beverly Hills Private Wealth's CVE Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Cenovus Energy (CVE) stake by 13% in Q2 2026, selling an estimated $441K and leaving 107,923 shares worth $2.68M. The position accounts for 0.51% of the portfolio, ranked #57.

Beverly Hills Private Wealth first reported a position in CVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.29M in Q1 2026. 488 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

Beverly Hills Private Wealth held 107,923 shares of Cenovus Energy worth $2.68M as of Q2 2026.
Beverly Hills Private Wealth sold 15,969 Cenovus Energy shares in Q2 2026, an estimated $441K.
Cenovus Energy made up 0.51% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #57 holding.
Beverly Hills Private Wealth first reported a position in Cenovus Energy in Q4 2023 and has held it in 11 quarters since.
Beverly Hills Private Wealth's Cenovus Energy position peaked at $3.29M in Q1 2026.
488 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.