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Compass Financial Services’s Cenovus Energy CVE Stock Holding History

Compass Financial Services’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
2025
Q3 		– Sell
-1,154
Closed -$15.7K – 331
2025
Q2 		$15.7K Buy
1,154
+13
+1% +$169 0.01% 166
2025
Q1 		$15.9K Buy
1,141
+10
+0.9% +$144 0.01% 150
2024
Q4 		$17.1K Buy
+1,131
New +$18.2K 0.01% 112

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Services's CVE Position: Q3 2025 in Review

Compass Financial Services sold out of Cenovus Energy (CVE) in Q3 2025, closing a stake of 1,154 shares — an estimated $15.7K sold.

Compass Financial Services first reported a position in CVE in Q4 2024 and held it in 3 quarters. The position peaked at $17.1K in Q4 2024. 382 funds tracked by Wall St. Rank hold CVE as of Q3 2025.

  • Compass Financial Services reported no remaining Cenovus Energy position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 1,154 Cenovus Energy shares in Q3 2025, an estimated $15.7K.
  • Compass Financial Services first reported a position in Cenovus Energy in Q4 2024 and held it in 3 quarters.
  • Compass Financial Services's Cenovus Energy position peaked at $17.1K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.