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BOK Financial Private Wealth’s CVR Energy CVI Stock Holding History

BOK Financial Private Wealth’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
-238
Closed -$4.47K – 521
2024
Q4 		$4.47K Hold
238
– – ﹤0.01% 407
2024
Q3 		$5.49K Buy
238
+4
+2% +$99 ﹤0.01% 430
2024
Q2 		$6.26K Buy
234
+4
+2% +$122 ﹤0.01% 395
2024
Q1 		$8.2K Buy
230
+3
+1% +$100 ﹤0.01% 376
2023
Q4 		$6.86K Buy
+227
New +$7.17K ﹤0.01% 388

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

BOK Financial Private Wealth's CVI Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of CVR Energy (CVI) in Q1 2025, closing a stake of 238 shares — an estimated $4.47K sold.

BOK Financial Private Wealth first reported a position in CVI in Q4 2023 and held it in 5 quarters. The position peaked at $8.2K in Q1 2024. 197 funds tracked by Wall St. Rank hold CVI as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining CVR Energy position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 238 CVR Energy shares in Q1 2025, an estimated $4.47K.
  • BOK Financial Private Wealth first reported a position in CVR Energy in Q4 2023 and held it in 5 quarters.
  • BOK Financial Private Wealth's CVR Energy position peaked at $8.2K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held CVR Energy as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.