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Contravisory Investment Management’s CVR Energy CVI Stock Holding History

Contravisory Investment Management’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 		– Sell
-9,437
Closed -$240K – 384
2025
Q4 		$240K Sell
9,437
-380
-4% -$12.9K 0.05% 211
2025
Q3 		$358K Sell
9,817
-315
-3% -$9.43K 0.07% 186
2025
Q2 		$272K Buy
+10,132
New +$223K 0.05% 205
2015
Q1 		– Sell
-135
Closed -$5K – 171
2014
Q4 		$5K Hold
135
– – ﹤0.01% 148
2014
Q3 		$6K Hold
135
– – ﹤0.01% 130
2014
Q2 		$7K Buy
+135
New +$6.35K ﹤0.01% 120

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $112B AUM 36.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Contravisory Investment Management's CVI Position: Q1 2026 in Review

Contravisory Investment Management sold out of CVR Energy (CVI) in Q1 2026, closing a stake of 9,437 shares — an estimated $240K sold.

Contravisory Investment Management first reported a position in CVI in Q2 2014 and held it in 6 quarters. The position peaked at $358K in Q3 2025. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Contravisory Investment Management reported no remaining CVR Energy position as of Q1 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 9,437 CVR Energy shares in Q1 2026, an estimated $240K.
  • Contravisory Investment Management first reported a position in CVR Energy in Q2 2014 and held it in 6 quarters.
  • Contravisory Investment Management's CVR Energy position peaked at $358K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Contravisory Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.