Evergreen Capital Management’s Cenovus Energy CVE Stock Holding History

Evergreen Capital Management’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,140	Closed	-$169K	–	1164
2025 Q1	$169K	Sell	12,140 -10,565	-47%	-$152K	0.01%	1024
2024 Q4	$344K	Buy	22,705 +11,349	+100%	+$183K	0.01%	671
2024 Q3	$190K	Buy	+11,356	New	+$211K	0.01%	947
2024 Q2	–	Sell	-11,468	Closed	-$229K	–	964
2024 Q1	$229K	Sell	11,468 -2,664	-19%	-$45.5K	0.01%	739
2023 Q4	$235K	Sell	14,132 -171	-1%	-$3.13K	0.01%	699
2023 Q3	$298K	Buy	14,303 +417	+3%	+$7.96K	0.01%	549
2023 Q2	$236K	Buy	13,886 +2,937	+27%	+$49.5K	0.01%	658
2023 Q1	$192K	Buy	+10,949	New	+$201K	0.01%	659

Other funds holding CVE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Evergreen Capital Management's CVE Position: Q2 2025 in Review

Evergreen Capital Management sold out of Cenovus Energy (CVE) in Q2 2025, closing a stake of 12,140 shares — an estimated $169K sold.

Evergreen Capital Management first reported a position in CVE in Q1 2023 and held it in 8 quarters. The position peaked at $344K in Q4 2024. 406 funds tracked by Wall St. Rank hold CVE as of Q2 2025.

Evergreen Capital Management reported no remaining Cenovus Energy position as of Q2 2025 after selling out during the quarter.
Evergreen Capital Management sold 12,140 Cenovus Energy shares in Q2 2025, an estimated $169K.
Evergreen Capital Management first reported a position in Cenovus Energy in Q1 2023 and held it in 8 quarters.
Evergreen Capital Management's Cenovus Energy position peaked at $344K in Q4 2024.
406 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.