FMII
CVI icon

Farmers & Merchants Investments Inc’s CVR Energy CVI Stock Holding History

Farmers & Merchants Investments Inc’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 		$551 Hold
20
– – ﹤0.01% 1671
2026
Q1 		$673 Hold
20
– – ﹤0.01% 1579
2025
Q4 		$509 Hold
20
– – ﹤0.01% 1625
2025
Q3 		$730 Hold
20
– – ﹤0.01% 1555
2025
Q2 		$537 Hold
20
– – ﹤0.01% 1592
2025
Q1 		$388 Hold
20
– – ﹤0.01% 1672
2024
Q4 		$375 Hold
20
– – ﹤0.01% 1713
2024
Q3 		$461 Hold
20
– – ﹤0.01% 1695
2024
Q2 		$535 Hold
20
– – ﹤0.01% 1633
2024
Q1 		$713 Hold
20
– – ﹤0.01% 1538
2023
Q4 		$606 Hold
20
– – ﹤0.01% 1584
2023
Q3 		$681 Hold
20
– – ﹤0.01% 1508
2023
Q2 		$599 Buy
+20
New +$538 ﹤0.01% 1546

Other funds holding CVI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Farmers & Merchants Investments Inc's CVI Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its CVR Energy (CVI) position steady in Q2 2026 at 20 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Farmers & Merchants Investments Inc first reported a position in CVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $730 in Q3 2025. 92 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Farmers & Merchants Investments Inc held 20 shares of CVR Energy worth $551 as of Q2 2026.
  • Farmers & Merchants Investments Inc left its CVR Energy share count unchanged in Q2 2026.
  • CVR Energy made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1671 holding.
  • Farmers & Merchants Investments Inc first reported a position in CVR Energy in Q2 2023 and has held it in 13 quarters since.
  • Farmers & Merchants Investments Inc's CVR Energy position peaked at $730 in Q3 2025.
  • 92 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.