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Freestone Grove Partners’s CVR Energy CVI Stock Holding History

Freestone Grove Partners’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 		$127K Buy
+3,763
New +$96.7K ﹤0.01% 787
2025
Q3 		– Sell
-8,509
Closed -$228K – 739
2025
Q2 		$228K Sell
8,509
-4,678
-35% -$103K ﹤0.01% 619
2025
Q1 		$256K Buy
+13,187
New +$258K ﹤0.01% 502

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freestone Grove Partners's CVI Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in CVR Energy (CVI) in Q1 2026: 3,763 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in CVI as recently as Q2 2025.

Freestone Grove Partners first reported a position in CVI in Q1 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2025. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Freestone Grove Partners held 3,763 shares of CVR Energy worth $127K as of Q1 2026.
  • CVR Energy was a new Freestone Grove Partners position in Q1 2026.
  • CVR Energy made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #787 holding.
  • Freestone Grove Partners first reported a position in CVR Energy in Q1 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's CVR Energy position peaked at $256K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.