Carson Wealth (CWM LLC)’s CNX Resources CNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $169K | Buy |
4,390
+282
| +7% | +$11K | ﹤0.01% | 2866 |
|
|
2025
Q4 | $151K | Buy |
4,108
+900
| +28% | +$32.2K | ﹤0.01% | 2775 |
|
|
2025
Q3 | $103K | Sell |
3,208
-197
| -6% | -$6.04K | ﹤0.01% | 2966 |
|
|
2025
Q2 | $115K | Buy |
3,405
+703
| +26% | +$22.1K | ﹤0.01% | 2593 |
|
|
2025
Q1 | $85K | Buy |
2,702
+263
| +11% | +$7.92K | ﹤0.01% | 2557 |
|
|
2024
Q4 | $89K | Buy |
2,439
+290
| +13% | +$10.7K | ﹤0.01% | 2361 |
|
|
2024
Q3 | $70K | Buy |
2,149
+935
| +77% | +$25.2K | ﹤0.01% | 2434 |
|
|
2024
Q2 | $30K | Buy |
1,214
+247
| +26% | +$6.03K | ﹤0.01% | 2829 |
|
|
2024
Q1 | $23K | Buy |
967
+28
| +3% | +$581 | ﹤0.01% | 2795 |
|
|
2023
Q4 | $19K | Buy |
939
+94
| +11% | +$2K | ﹤0.01% | 2796 |
|
|
2023
Q3 | $19K | Buy |
845
+155
| +22% | +$3.21K | ﹤0.01% | 2705 |
|
|
2023
Q2 | $12K | Sell |
690
-9
| -1% | -$145 | ﹤0.01% | 2969 |
|
|
2023
Q1 | $11K | Buy |
699
+277
| +66% | +$4.4K | ﹤0.01% | 2881 |
|
|
2022
Q4 | $7K | Buy |
422
+57
| +16% | +$984 | ﹤0.01% | 2987 |
|
|
2022
Q3 | $6K | Sell |
365
-372
| -50% | -$6.3K | ﹤0.01% | 2953 |
|
|
2022
Q2 | $12K | Buy |
737
+691
| +1,502% | +$14.2K | ﹤0.01% | 2453 |
|
|
2022
Q1 | $1K | Buy |
46
+10
| +28% | +$166 | ﹤0.01% | 3313 |
|
|
2021
Q4 | $0 | Buy |
+36
| New | +$507 | ﹤0.01% | 3511 |
|
|
2021
Q2 | $0 | Hold |
36
| – | – | ﹤0.01% | 2943 |
|
|
2021
Q1 | $0 | Hold |
36
| – | – | ﹤0.01% | 2943 |
|
|
2020
Q4 | $0 | Hold |
36
| – | – | ﹤0.01% | 2942 |
|
|
2020
Q3 | $0 | Hold |
36
| – | – | ﹤0.01% | 2942 |
|
|
2020
Q2 | $0 | Hold |
36
| – | – | ﹤0.01% | 2942 |
|
|
2020
Q1 | $0 | Hold |
36
| – | – | ﹤0.01% | 2942 |
|
|
2019
Q4 | $0 | Hold |
36
| – | – | ﹤0.01% | 2941 |
|
|
2019
Q3 | $0 | Hold |
36
| – | – | ﹤0.01% | 2941 |
|
|
2019
Q2 | $0 | Hold |
36
| – | – | ﹤0.01% | 2941 |
|
|
2019
Q1 | $0 | Buy |
+36
| New | +$406 | ﹤0.01% | 2979 |
|
|
2017
Q1 | – | Sell |
-222
| Closed | -$3K | – | 1194 |
|
|
2016
Q4 | $3K | Buy |
222
+191
| +616% | +$3.02K | ﹤0.01% | 914 |
|
|
2016
Q3 | $0 | Hold |
31
| – | – | ﹤0.01% | 995 |
|
|
2016
Q2 | $0 | Buy |
+31
| New | +$363 | ﹤0.01% | 800 |
|
Other funds holding CNX
Carson Wealth (CWM LLC)'s CNX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its CNX Resources (CNX) stake by 6.9% in Q1 2026, buying an estimated $11K and bringing the position to 4,390 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.
Carson Wealth (CWM LLC) first reported a position in CNX in Q2 2016 and has held it in 31 quarters since. 425 funds tracked by Wall St. Rank hold CNX as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,390 shares of CNX Resources worth $169K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 282 CNX Resources shares in Q1 2026, an estimated $11K.
- CNX Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2866 holding.
- Carson Wealth (CWM LLC) first reported a position in CNX Resources in Q2 2016 and has held it in 31 quarters since.
- 425 funds tracked by Wall St. Rank held CNX Resources as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.