CX Institutional’s CVR Energy CVI Stock Holding History

CX Institutional’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	$1K	Buy	+24	New	+$762	﹤0.01%	1513
2024 Q3	–	Sell	-99,128	Closed	-$2.65M	–	560
2024 Q2	$2.65M	Buy	99,128 +3,784	+4%	+$115K	0.12%	179
2024 Q1	$3.4M	Buy	+95,344	New	+$3.17M	0.16%	152

Other funds holding CVI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return