FFA
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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
Q3 		$58.8K Buy
1,153
+765
+197% +$30.1K ﹤0.01% 3269
2026
Q2 		$10.7K Sell
388
-372
-49% -$11.8K ﹤0.01% 4378
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's CVI Position: Q3 2026 in Review

Farther Finance Advisors increased its CVR Energy (CVI) stake by 197% in Q3 2026, buying an estimated $30.1K and bringing the position to 1,153 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

Farther Finance Advisors first reported a position in CVI in Q3 2023 and has held it in 13 quarters since. 9 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • Farther Finance Advisors held 1,153 shares of CVR Energy worth $58.8K as of Q3 2026.
  • Farther Finance Advisors bought 765 CVR Energy shares in Q3 2026, an estimated $30.1K.
  • CVR Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3269 holding.
  • Farther Finance Advisors first reported a position in CVR Energy in Q3 2023 and has held it in 13 quarters since.
  • 9 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.