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 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 Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return