Farther Finance Advisors’s CVR Energy CVI Stock Holding History

Farther Finance 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 Q1	$24K	Buy	760 +213	+39%	+$5.47K	﹤0.01%	3522
2025 Q4	$13.9K	Sell	547 -91	-14%	-$3.1K	﹤0.01%	3689
2025 Q3	$23.3K	Buy	638 +145	+29%	+$4.34K	﹤0.01%	2937
2025 Q2	$13.2K	Sell	493 -1,471	-75%	-$32.4K	﹤0.01%	2925
2025 Q1	$37.7K	Buy	1,964 +280	+17%	+$5.47K	﹤0.01%	2048
2024 Q4	$31.6K	Buy	1,684 +417	+33%	+$8.43K	﹤0.01%	1881
2024 Q3	$29.2K	Buy	1,267 +44	+4%	+$1.09K	﹤0.01%	1917
2024 Q2	$32.2K	Buy	1,223 +1,111	+992%	+$33.8K	﹤0.01%	1592
2024 Q1	$4.11K	Hold	112	–	–	﹤0.01%	2157
2023 Q4	$3.39K	Buy	112 +97	+647%	+$3.07K	﹤0.01%	2173
2023 Q3	$510	Buy	+15	New	+$512	﹤0.01%	2266

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return