Caldwell Investment Management’s Cenovus Energy CVE Stock Holding History

Caldwell Investment Management’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	$1.85M	Sell	74,800 -216,000	-74%	-$5.96M	1.22%	10
2026 Q1	$7.74M	Buy	290,800 +180,000	+162%	+$3.84M	3.03%	9
2025 Q4	$1.89M	Hold	110,800	–	–	1.16%	14
2025 Q3	$1.91M	Buy	+110,800	New	+$1.73M	1.26%	15
2023 Q1	–	Sell	-152,400	Closed	-$2.96M	–	25
2022 Q4	$2.96M	Sell	152,400 -95,600	-39%	-$1.83M	3.13%	9
2022 Q3	$3.87M	Buy	248,000 +14,600	+6%	+$259K	4.71%	7
2022 Q2	$5.72M	Sell	233,400 -391,600	-63%	-$7.79M	5.74%	8
2022 Q1	$10.4M	Buy	+625,000	New	+$9.48M	8.23%	6

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

Caldwell Investment Management's CVE Position: Q2 2026 in Review

Caldwell Investment Management reduced its Cenovus Energy (CVE) stake by 74% in Q2 2026, selling an estimated $5.96M and leaving 74,800 shares worth $1.85M. The position accounts for 1.22% of the portfolio, ranked #10.

Caldwell Investment Management first reported a position in CVE in Q1 2022 and has held it in 8 quarters since. The position peaked at $10.4M in Q1 2022. 490 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

Caldwell Investment Management held 74,800 shares of Cenovus Energy worth $1.85M as of Q2 2026.
Caldwell Investment Management sold 216,000 Cenovus Energy shares in Q2 2026, an estimated $5.96M.
Cenovus Energy made up 1.22% of Caldwell Investment Management's portfolio in Q2 2026, its #10 holding.
Caldwell Investment Management first reported a position in Cenovus Energy in Q1 2022 and has held it in 8 quarters since.
Caldwell Investment Management's Cenovus Energy position peaked at $10.4M in Q1 2022.
490 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.