CI
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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
Q3 		$67K Buy
1,311
+1,287
+5,363% +$50.7K ﹤0.01% 955
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's CVI Position: Q3 2026 in Review

CX Institutional increased its CVR Energy (CVI) stake by 5,363% in Q3 2026, buying an estimated $50.7K and bringing the position to 1,311 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

CX Institutional first reported a position in CVI in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.4M in Q1 2024. 9 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • CX Institutional held 1,311 shares of CVR Energy worth $67K as of Q3 2026.
  • CX Institutional bought 1,287 CVR Energy shares in Q3 2026, an estimated $50.7K.
  • CVR Energy made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #955 holding.
  • CX Institutional first reported a position in CVR Energy in Q1 2024 and has held it in 4 quarters since.
  • CX Institutional's CVR Energy position peaked at $3.4M in Q1 2024.
  • 9 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.