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EverSource Wealth Advisors’s CVR Energy CVI Stock Holding History

EverSource Wealth Advisors’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 		$11.5K Sell
419
-683
-62% -$21.7K ﹤0.01% 2826
2026
Q1 		$37.1K Buy
1,102
+339
+44% +$8.71K ﹤0.01% 2103
2025
Q4 		$19.4K Buy
763
+165
+28% +$5.62K ﹤0.01% 2401
2025
Q3 		$21.8K Sell
598
-53
-8% -$1.59K ﹤0.01% 2304
2025
Q2 		$17.5K Sell
651
-62
-9% -$1.36K ﹤0.01% 2403
2025
Q1 		$13.8K Buy
713
+11
+2% +$215 ﹤0.01% 1911
2024
Q4 		$13.2K Buy
702
+385
+121% +$7.78K ﹤0.01% 1863
2024
Q3 		$7.3K Hold
317
– – ﹤0.01% 2044
2024
Q2 		$9.07K Buy
317
+18
+6% +$547 ﹤0.01% 1906
2024
Q1 		$9.08K Hold
299
– – ﹤0.01% 1738
2023
Q4 		$9.06K Hold
299
– – ﹤0.01% 1596
2023
Q3 		$10.2K Hold
299
– – ﹤0.01% 1417
2023
Q2 		$8.96K Hold
299
– – ﹤0.01% 1486
2023
Q1 		$9.8K Hold
299
– – ﹤0.01% 1367
2022
Q4 		$9.37K Hold
299
– – ﹤0.01% 1356
2022
Q3 		$9K Hold
299
– – ﹤0.01% 1151
2022
Q2 		$10K Hold
299
– – ﹤0.01% 1025
2022
Q1 		$8K Hold
299
– – ﹤0.01% 1059
2021
Q4 		$5K Buy
+299
New +$5.29K ﹤0.01% 1247

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

EverSource Wealth Advisors's CVI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CVR Energy (CVI) stake by 62% in Q2 2026, selling an estimated $21.7K and leaving 419 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

EverSource Wealth Advisors first reported a position in CVI in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.1K in Q1 2026. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • EverSource Wealth Advisors held 419 shares of CVR Energy worth $11.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 683 CVR Energy shares in Q2 2026, an estimated $21.7K.
  • CVR Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2826 holding.
  • EverSource Wealth Advisors first reported a position in CVR Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CVR Energy position peaked at $37.1K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.