FFO
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Fortitude Family Office’s CVR Energy CVI Stock Holding History

Fortitude Family Office’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 		$3.67K Buy
72
+54
+300% +$2.13K ﹤0.01% 1734
2026
Q2 		$496 Buy
+18
New +$572 ﹤0.01% 1981
2025
Q2 		– Sell
-17
Closed -$330 – 2050
2025
Q1 		$330 Hold
17
– – ﹤0.01% 1102
2024
Q4 		$319 Buy
+17
New +$344 ﹤0.01% 1244

Other funds holding CVI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's CVI Position: Q3 2026 in Review

Fortitude Family Office increased its CVR Energy (CVI) stake by 300% in Q3 2026, buying an estimated $2.13K and bringing the position to 72 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Fortitude Family Office first reported a position in CVI in Q4 2024 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • Fortitude Family Office held 72 shares of CVR Energy worth $3.67K as of Q3 2026.
  • Fortitude Family Office bought 54 CVR Energy shares in Q3 2026, an estimated $2.13K.
  • CVR Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1734 holding.
  • Fortitude Family Office first reported a position in CVR Energy in Q4 2024 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.