Cetera Investment Advisers
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Cetera Investment Advisers’s CVR Energy CVI Stock Holding History

Cetera Investment Advisers’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
-5,934
Closed -$216K – 4736
2025
Q3 		$216K Sell
5,934
-15,549
-72% -$465K ﹤0.01% 4100
2025
Q2 		$577K Sell
21,483
-4,921
-19% -$108K ﹤0.01% 2842
2025
Q1 		$512K Buy
26,404
+1,415
+6% +$27.6K ﹤0.01% 2823
2024
Q4 		$468K Sell
24,989
-2,099
-8% -$42.4K ﹤0.01% 2731
2024
Q3 		$624K Buy
27,088
+1,175
+5% +$29.1K ﹤0.01% 2477
2024
Q2 		$694K Buy
25,913
+9,551
+58% +$290K ﹤0.01% 2344
2024
Q1 		$583K Buy
+16,362
New +$543K ﹤0.01% 2485
2023
Q2 		– Sell
-13,450
Closed -$441K – 2218
2023
Q1 		$441K Buy
+13,450
New +$431K ﹤0.01% 1501

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

Cetera Investment Advisers's CVI Position: Q4 2025 in Review

Cetera Investment Advisers sold out of CVR Energy (CVI) in Q4 2025, closing a stake of 5,934 shares — an estimated $216K sold.

Cetera Investment Advisers first reported a position in CVI in Q1 2023 and held it in 8 quarters. The position peaked at $694K in Q2 2024. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2025.

  • Cetera Investment Advisers reported no remaining CVR Energy position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 5,934 CVR Energy shares in Q4 2025, an estimated $216K.
  • Cetera Investment Advisers first reported a position in CVR Energy in Q1 2023 and held it in 8 quarters.
  • Cetera Investment Advisers's CVR Energy position peaked at $694K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.