CMBA
CVI icon

C.M. Bidwell & Associates’s CVR Energy CVI Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-20
Closed -$730 – 496
2025
Q3 		$730 Hold
20
– – ﹤0.01% 449
2025
Q2 		$537 Buy
+20
New +$440 ﹤0.01% 415
2019
Q3 		– Sell
-1,090
Closed -$54K – 434
2019
Q2 		$54K Sell
1,090
-25
-2% -$1.12K 0.05% 234
2019
Q1 		$46K Buy
+1,115
New +$44.4K 0.05% 247
2016
Q1 		– Sell
-56,770
Closed -$2.23M – 272
2015
Q4 		$2.23M Buy
56,770
+40,315
+245% +$1.74M 0.53% 76
2015
Q3 		$675K Buy
+16,455
New +$653K 0.17% 89

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return