GI
CVI icon

GAMMA Investing’s CVR Energy CVI Stock Holding History

GAMMA Investing’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
Q2 		$64.2K Buy
2,330
+1
+0% +$32 ﹤0.01% 2128
2026
Q1 		$78.4K Sell
2,329
-271
-10% -$6.97K ﹤0.01% 1841
2025
Q4 		$66.1K Buy
2,600
+54
+2% +$1.84K ﹤0.01% 1881
2025
Q3 		$92.9K Buy
2,546
+97
+4% +$2.9K 0.01% 1557
2025
Q2 		$65.8K Buy
2,449
+290
+13% +$6.38K ﹤0.01% 1741
2025
Q1 		$41.9K Buy
2,159
+1,114
+107% +$21.8K ﹤0.01% 1922
2024
Q4 		$19.6K Buy
1,045
+688
+193% +$13.9K ﹤0.01% 2275
2024
Q3 		$8.22K Sell
357
-260
-42% -$6.43K ﹤0.01% 2538
2024
Q2 		$16.5K Buy
617
+7
+1% +$213 ﹤0.01% 1980
2024
Q1 		$21.8K Buy
610
+307
+101% +$10.2K ﹤0.01% 1593
2023
Q4 		$10.2K Buy
+303
New +$9.58K ﹤0.01% 1892

Other funds holding CVI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return