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
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

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

CX Institutional's CVI Position: Q2 2026 in Review

CX Institutional opened a new position in CVR Energy (CVI) in Q2 2026: 24 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings. This is a return to the name: CX Institutional previously reported a position in CVI as recently as Q2 2024.

CX Institutional first reported a position in CVI in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.4M in Q1 2024. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • CX Institutional held 24 shares of CVR Energy worth $1K as of Q2 2026.
  • CVR Energy was a new CX Institutional position in Q2 2026.
  • CVR Energy made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1513 holding.
  • CX Institutional first reported a position in CVR Energy in Q1 2024 and has held it in 3 quarters since.
  • CX Institutional's CVR Energy position peaked at $3.4M in Q1 2024.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.