CAL
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Capital Advisors Ltd’s CVR Energy CVI Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$2K Hold
65
– – ﹤0.01% 1088
2025
Q4 		$2K Hold
65
– – ﹤0.01% 1067
2025
Q3 		$2K Hold
65
– – ﹤0.01% 1050
2025
Q2 		$2K Buy
+65
New +$1.43K ﹤0.01% 1049
2025
Q1 		– Sell
-19
Closed – – 1389
2024
Q4 		$0 Buy
+19
New +$384 ﹤0.01% 1414
2024
Q3 		– Sell
-77
Closed -$2K – 1422
2024
Q2 		$2K Buy
77
+1
+1% +$30 ﹤0.01% 1045
2024
Q1 		$3K Hold
76
– – ﹤0.01% 963
2023
Q4 		$2K Hold
76
– – ﹤0.01% 997
2023
Q3 		$3K Hold
76
– – ﹤0.01% 926
2023
Q2 		$2K Buy
+76
New +$2.04K ﹤0.01% 1000

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return