Creative Planning’s Cenovus Energy CVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.9M | Buy |
525,488
+68,642
| +15% | +$1.46M | 0.01% | 556 |
|
|
2025
Q4 | $7.73M | Buy |
456,846
+40,776
| +10% | +$708K | 0.01% | 734 |
|
|
2025
Q3 | $7.07M | Buy |
416,070
+56,529
| +16% | +$883K | 0.01% | 715 |
|
|
2025
Q2 | $4.89M | Buy |
359,541
+210,921
| +142% | +$2.74M | ﹤0.01% | 770 |
|
|
2025
Q1 | $2.07M | Sell |
148,620
-209,806
| -59% | -$3.02M | ﹤0.01% | 1152 |
|
|
2024
Q4 | $5.43M | Buy |
358,426
+36,618
| +11% | +$589K | 0.01% | 635 |
|
|
2024
Q3 | $5.38M | Buy |
321,808
+29,050
| +10% | +$539K | 0.01% | 615 |
|
|
2024
Q2 | $5.76M | Buy |
292,758
+21,991
| +8% | +$445K | 0.01% | 563 |
|
|
2024
Q1 | $5.41M | Buy |
270,767
+26,827
| +11% | +$458K | 0.01% | 577 |
|
|
2023
Q4 | $4.06M | Buy |
243,940
+2,344
| +1% | +$42.9K | 0.01% | 624 |
|
|
2023
Q3 | $5.03M | Buy |
241,596
+9,886
| +4% | +$189K | 0.01% | 533 |
|
|
2023
Q2 | $3.93M | Buy |
231,710
+7,664
| +3% | +$129K | 0.01% | 589 |
|
|
2023
Q1 | $3.91M | Buy |
224,046
+12,819
| +6% | +$235K | 0.01% | 568 |
|
|
2022
Q4 | $4.1M | Buy |
211,227
+17,520
| +9% | +$336K | 0.01% | 538 |
|
|
2022
Q3 | $2.98M | Buy |
193,707
+29,207
| +18% | +$519K | 0.01% | 566 |
|
|
2022
Q2 | $3.13M | Buy |
164,500
+164,354
| +112,571% | +$3.27M | 0.01% | 574 |
|
|
2022
Q1 | $2K | Buy |
+146
| New | +$2.21K | ﹤0.01% | 2296 |
|
|
2021
Q2 | – | Sell |
-10,187
| Closed | -$77K | – | 2192 |
|
|
2021
Q1 | $77K | Buy |
+10,187
| New | +$71.6K | ﹤0.01% | 2292 |
|
|
2017
Q3 | – | Sell |
-2,944
| Closed | -$22K | – | 2273 |
|
|
2017
Q2 | $22K | Sell |
2,944
-136,305
| -98% | -$1.27M | ﹤0.01% | 3115 |
|
|
2017
Q1 | $1.57M | Buy |
139,249
+136,022
| +4,215% | +$1.83M | 0.01% | 505 |
|
|
2016
Q4 | $49K | Sell |
3,227
-79,947
| -96% | -$1.2M | ﹤0.01% | 2405 |
|
|
2016
Q3 | $1.2M | Buy |
83,174
+35,560
| +75% | +$508K | 0.01% | 535 |
|
|
2016
Q2 | $658K | Buy |
47,614
+39,710
| +502% | +$575K | ﹤0.01% | 664 |
|
|
2016
Q1 | $103K | Buy |
7,904
+456
| +6% | +$5.46K | ﹤0.01% | 1611 |
|
|
2015
Q4 | $94K | Sell |
7,448
-4,101
| -36% | -$60.5K | ﹤0.01% | 1667 |
|
|
2015
Q3 | $175K | Buy |
11,549
+248
| +2% | +$3.5K | ﹤0.01% | 1267 |
|
|
2015
Q2 | $181K | Buy |
11,301
+987
| +10% | +$17.2K | ﹤0.01% | 893 |
|
|
2015
Q1 | $174K | Buy |
10,314
+4,492
| +77% | +$82.9K | ﹤0.01% | 1266 |
|
|
2014
Q4 | $120K | Sell |
5,822
-1,436
| -20% | -$33.1K | ﹤0.01% | 1450 |
|
|
2014
Q3 | $195K | Buy |
7,258
+961
| +15% | +$29.3K | ﹤0.01% | 1066 |
|
|
2014
Q2 | $204K | Buy |
6,297
+891
| +16% | +$26.5K | ﹤0.01% | 1025 |
|
|
2014
Q1 | $157K | Sell |
5,406
-1,085
| -17% | -$29K | ﹤0.01% | 1123 |
|
|
2013
Q4 | $186K | Buy |
6,491
+2,683
| +70% | +$78.2K | ﹤0.01% | 897 |
|
|
2013
Q3 | $114K | Buy |
3,808
+119
| +3% | +$3.52K | ﹤0.01% | 1041 |
|
|
2013
Q2 | $105K | Buy |
+3,689
| New | +$109K | ﹤0.01% | 962 |
|
Other funds holding CVE
VCM
Creative Planning's CVE Position: Q1 2026 in Review
Creative Planning increased its Cenovus Energy (CVE) stake by 15% in Q1 2026, buying an estimated $1.46M and bringing the position to 525,488 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #556.
Creative Planning first reported a position in CVE in Q2 2013 and has held it in 35 quarters since. 458 funds tracked by Wall St. Rank hold CVE as of Q1 2026.
- Creative Planning held 525,488 shares of Cenovus Energy worth $13.9M as of Q1 2026.
- Creative Planning bought 68,642 Cenovus Energy shares in Q1 2026, an estimated $1.46M.
- Cenovus Energy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #556 holding.
- Creative Planning first reported a position in Cenovus Energy in Q2 2013 and has held it in 35 quarters since.
- 458 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.