FFWM
CVI icon

Future Financial Wealth Management’s CVR Energy CVI Stock Holding History

Future Financial Wealth Management’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
2025
Q4 		– Sell
-2,000
Closed -$73K – 187
2025
Q3 		$73K Hold
2,000
– – 0.05% 211
2025
Q2 		$53.7K Hold
2,000
– – 0.04% 232
2025
Q1 		$38.8K Hold
2,000
– – 0.03% 262
2024
Q4 		$37.5K Hold
2,000
– – 0.03% 270
2024
Q3 		$46.1K Buy
+2,000
New +$49.5K 0.03% 263
2024
Q2 		– Sell
-2,000
Closed -$71.3K – 185
2024
Q1 		$71.3K Buy
+2,000
New +$66.4K 0.05% 221
2022
Q2 		– Sell
-2,000
Closed -$51K – 195
2022
Q1 		$51K Hold
2,000
– – 0.04% 259
2021
Q4 		$36K Buy
+2,000
New +$35.4K 0.03% 312

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Future Financial Wealth Management's CVI Position: Q4 2025 in Review

Future Financial Wealth Management sold out of CVR Energy (CVI) in Q4 2025, closing a stake of 2,000 shares — an estimated $73K sold.

Future Financial Wealth Management first reported a position in CVI in Q4 2021 and held it in 8 quarters. The position peaked at $73K in Q3 2025. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2025.

  • Future Financial Wealth Management reported no remaining CVR Energy position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 2,000 CVR Energy shares in Q4 2025, an estimated $73K.
  • Future Financial Wealth Management first reported a position in CVR Energy in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's CVR Energy position peaked at $73K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.