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Edgestream Partners’s CVR Energy CVI Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-51,317
Closed -$1.31M – 919
2025
Q4 		$1.31M Sell
51,317
-117,916
-70% -$4.01M 0.04% 636
2025
Q3 		$6.17M Buy
169,233
+156,042
+1,183% +$4.67M 0.18% 187
2025
Q2 		$354K Buy
+13,191
New +$290K 0.01% 773
2024
Q2 		– Sell
-79,153
Closed -$2.82M – 883
2024
Q1 		$2.82M Buy
79,153
+47,433
+150% +$1.58M 0.14% 248
2023
Q4 		$961K Buy
31,720
+10,596
+50% +$335K 0.07% 451
2023
Q3 		$719K Buy
+21,124
New +$722K 0.06% 498

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's CVI Position: Q1 2026 in Review

Edgestream Partners sold out of CVR Energy (CVI) in Q1 2026, closing a stake of 51,317 shares — an estimated $1.31M sold.

Edgestream Partners first reported a position in CVI in Q3 2023 and held it in 6 quarters. The position peaked at $6.17M in Q3 2025. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Edgestream Partners reported no remaining CVR Energy position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 51,317 CVR Energy shares in Q1 2026, an estimated $1.31M.
  • Edgestream Partners first reported a position in CVR Energy in Q3 2023 and held it in 6 quarters.
  • Edgestream Partners's CVR Energy position peaked at $6.17M in Q3 2025.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.