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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 $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

C.M. Bidwell & Associates's CVI Position: Q4 2025 in Review

C.M. Bidwell & Associates sold out of CVR Energy (CVI) in Q4 2025, closing a stake of 20 shares — an estimated $730 sold.

C.M. Bidwell & Associates first reported a position in CVI in Q3 2015 and held it in 6 quarters. The position peaked at $2.23M in Q4 2015. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2025.

  • C.M. Bidwell & Associates reported no remaining CVR Energy position as of Q4 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 20 CVR Energy shares in Q4 2025, an estimated $730.
  • C.M. Bidwell & Associates first reported a position in CVR Energy in Q3 2015 and held it in 6 quarters.
  • C.M. Bidwell & Associates's CVR Energy position peaked at $2.23M in Q4 2015.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2025, filed 13 Feb 2026.