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Essential Partners’s CVR Energy CVI Stock Holding History

Essential 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
Q3 		$408 Buy
8
+1
+14% +$39 ﹤0.01% 2461
2026
Q2 		$193 Sell
7
-299
-98% -$9.5K ﹤0.01% 2645
2026
Q1 		$10.3K Sell
306
-25
-8% -$643 ﹤0.01% 1243
2025
Q4 		$8.42K Hold
331
– – ﹤0.01% 1224
2025
Q3 		$12.1K Buy
331
+25
+8% +$748 ﹤0.01% 1088
2025
Q2 		$8.22K Buy
+306
New +$6.74K ﹤0.01% 899

Other funds holding CVI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's CVI Position: Q3 2026 in Review

Essential Partners increased its CVR Energy (CVI) stake by 14% in Q3 2026, buying an estimated $39 and bringing the position to 8 shares worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Essential Partners first reported a position in CVI in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.1K in Q3 2025. 13 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • Essential Partners held 8 shares of CVR Energy worth $408 as of Q3 2026.
  • Essential Partners bought 1 CVR Energy share in Q3 2026, an estimated $39.
  • CVR Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2461 holding.
  • Essential Partners first reported a position in CVR Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's CVR Energy position peaked at $12.1K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.