CFO
X

CVA Family Office’s US Steel X Stock Holding History

CVA Family Office’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-45
Closed -$1.9K – 1472
2025
Q1 		$1.9K Hold
45
– – ﹤0.01% 1015
2024
Q4 		$1.53K Hold
45
– – ﹤0.01% 1034
2024
Q3 		$1.59K Hold
45
– – ﹤0.01% 1006
2024
Q2 		$1.7K Hold
45
– – ﹤0.01% 986
2024
Q1 		$1.83K Hold
45
– – ﹤0.01% 942
2023
Q4 		$2.19K Buy
+45
New +$1.64K ﹤0.01% 900
2023
Q3 		– Sell
-45
Closed -$1.13K – 968
2023
Q2 		$1.13K Hold
45
– – ﹤0.01% 925
2023
Q1 		$1.18K Hold
45
– – ﹤0.01% 890
2022
Q4 		$1.13K Sell
45
-10
-18% -$231 ﹤0.01% 861
2022
Q3 		$1K Hold
55
– – ﹤0.01% 865
2022
Q2 		$1K Buy
55
+45
+450% +$1.23K ﹤0.01% 891
2022
Q1 		$0 Buy
+10
New +$271 ﹤0.01% 1003

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CVA Family Office's X Position: Q2 2025 in Review

CVA Family Office sold out of US Steel (X) in Q2 2025, closing a stake of 45 shares — an estimated $1.9K sold.

CVA Family Office first reported a position in X in Q1 2022 and held it in 12 quarters. The position peaked at $2.19K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • CVA Family Office reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • CVA Family Office sold 45 US Steel shares in Q2 2025, an estimated $1.9K.
  • CVA Family Office first reported a position in US Steel in Q1 2022 and held it in 12 quarters.
  • CVA Family Office's US Steel position peaked at $2.19K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.