Creative Planning
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Creative Planning’s CVR Energy CVI Stock Holding History

Creative Planning’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 		$331K Buy
12,011
+3,975
+49% +$126K ﹤0.01% 3501
2026
Q1 		$270K Buy
+8,036
New +$207K ﹤0.01% 3497
2025
Q4 		– Sell
-6,717
Closed -$245K – 3947
2025
Q3 		$245K Buy
+6,717
New +$201K ﹤0.01% 3306
2019
Q4 		– Sell
-10,736
Closed -$473K – 2025
2019
Q3 		$473K Buy
+10,736
New +$500K ﹤0.01% 1096
2017
Q4 		– Sell
-8,623
Closed -$223K – 1924
2017
Q3 		$223K Buy
8,623
+2,073
+32% +$44.1K ﹤0.01% 1519
2017
Q2 		$143K Buy
6,550
+1,850
+39% +$37.9K ﹤0.01% 1724
2017
Q1 		$94K Buy
4,700
+2,000
+74% +$44K ﹤0.01% 2001
2016
Q4 		$69K Hold
2,700
– – ﹤0.01% 2127
2016
Q3 		$37K Hold
2,700
– – ﹤0.01% 2591
2016
Q2 		$42K Sell
2,700
-655
-20% -$13.9K ﹤0.01% 2259
2016
Q1 		$88K Hold
3,355
– – ﹤0.01% 1711
2015
Q4 		$132K Buy
3,355
+155
+5% +$6.68K ﹤0.01% 1472
2015
Q3 		$131K Buy
+3,200
New +$127K ﹤0.01% 1427
2015
Q2 		– Sell
-3,397
Closed -$145K – 1496
2015
Q1 		$145K Buy
3,397
+637
+23% +$25.2K ﹤0.01% 1362
2014
Q4 		$107K Sell
2,760
-49
-2% -$2.16K ﹤0.01% 1522
2014
Q3 		$126K Buy
2,809
+248
+10% +$11.9K ﹤0.01% 1323
2014
Q2 		$123K Buy
2,561
+560
+28% +$26.3K ﹤0.01% 1304
2014
Q1 		$85K Hold
2,001
– – ﹤0.01% 1501
2013
Q4 		$87K Hold
2,001
– – ﹤0.01% 1286
2013
Q3 		$77K Sell
2,001
-1,095
-35% -$48K ﹤0.01% 1276
2013
Q2 		$147K Buy
+3,096
New +$170K ﹤0.01% 781

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 $3.37T AUM 44.26% 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 $112B AUM 36.28% 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

Creative Planning's CVI Position: Q2 2026 in Review

Creative Planning increased its CVR Energy (CVI) stake by 49% in Q2 2026, buying an estimated $126K and bringing the position to 12,011 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

Creative Planning first reported a position in CVI in Q2 2013 and has held it in 21 quarters since. The position peaked at $473K in Q3 2019. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Creative Planning held 12,011 shares of CVR Energy worth $331K as of Q2 2026.
  • Creative Planning bought 3,975 CVR Energy shares in Q2 2026, an estimated $126K.
  • CVR Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3501 holding.
  • Creative Planning first reported a position in CVR Energy in Q2 2013 and has held it in 21 quarters since.
  • Creative Planning's CVR Energy position peaked at $473K in Q3 2019.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.