CA
CVI icon

Clearstead Advisors’s CVR Energy CVI Stock Holding History

Clearstead Advisors’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
Q2 		$56 Buy
+2
New +$64 ﹤0.01% 3460
2025
Q4 		– Sell
-409
Closed -$14.9K – 2865
2025
Q3 		$14.9K Buy
409
+5
+1% +$150 ﹤0.01% 1769
2025
Q2 		$10.8K Buy
+404
New +$8.89K ﹤0.01% 1865

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Clearstead Advisors's CVI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CVR Energy (CVI) in Q2 2026: 2 shares worth $56. The stake represents ﹤0.01% of the portfolio and ranks #3460 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CVI as recently as Q3 2025.

Clearstead Advisors first reported a position in CVI in Q2 2025 and has held it in 3 quarters since. The position peaked at $14.9K in Q3 2025. 224 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Clearstead Advisors held 2 shares of CVR Energy worth $56 as of Q2 2026.
  • CVR Energy was a new Clearstead Advisors position in Q2 2026.
  • CVR Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3460 holding.
  • Clearstead Advisors first reported a position in CVR Energy in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's CVR Energy position peaked at $14.9K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.