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Empirical Finance’s CVR Energy CVI Stock Holding History

Empirical Finance’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
2025
Q2 		– Sell
-20,140
Closed -$391K – 522
2025
Q1 		$391K Hold
20,140
– – 0.02% 439
2024
Q4 		$377K Buy
20,140
+149
+0.7% +$3.01K 0.02% 439
2024
Q3 		$460K Buy
19,991
+154
+0.8% +$3.81K 0.03% 427
2024
Q2 		$531K Buy
19,837
+2,829
+17% +$85.9K 0.03% 394
2024
Q1 		$607K Buy
17,008
+144
+0.9% +$4.78K 0.04% 380
2023
Q4 		$511K Sell
16,864
-13,359
-44% -$422K 0.04% 400
2023
Q3 		$1.03M Buy
30,223
+167
+0.6% +$5.71K 0.08% 239
2023
Q2 		$900K Buy
30,056
+16,850
+128% +$454K 0.07% 257
2023
Q1 		$433K Hold
13,206
– – 0.04% 385
2022
Q4 		$414K Buy
13,206
+92
+0.7% +$3.27K 0.04% 379
2022
Q3 		$380K Buy
+13,114
New +$413K 0.05% 350

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empirical Finance's CVI Position: Q2 2025 in Review

Empirical Finance sold out of CVR Energy (CVI) in Q2 2025, closing a stake of 20,140 shares — an estimated $391K sold.

Empirical Finance first reported a position in CVI in Q3 2022 and held it in 11 quarters. The position peaked at $1.03M in Q3 2023. 209 funds tracked by Wall St. Rank hold CVI as of Q2 2025.

  • Empirical Finance reported no remaining CVR Energy position as of Q2 2025 after selling out during the quarter.
  • Empirical Finance sold 20,140 CVR Energy shares in Q2 2025, an estimated $391K.
  • Empirical Finance first reported a position in CVR Energy in Q3 2022 and held it in 11 quarters.
  • Empirical Finance's CVR Energy position peaked at $1.03M in Q3 2023.
  • 209 funds tracked by Wall St. Rank held CVR Energy as of Q2 2025.

Based on Empirical Finance's 13F filing for Q2 2025, filed 11 Aug 2025.