GI
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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
Q3 		$123K Buy
2,420
+90
+4% +$3.54K ﹤0.01% 1716
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 $15.4B AUM 30.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
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
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

GAMMA Investing's CVI Position: Q3 2026 in Review

GAMMA Investing increased its CVR Energy (CVI) stake by 3.9% in Q3 2026, buying an estimated $3.54K and bringing the position to 2,420 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

GAMMA Investing first reported a position in CVI in Q4 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • GAMMA Investing held 2,420 shares of CVR Energy worth $123K as of Q3 2026.
  • GAMMA Investing bought 90 CVR Energy shares in Q3 2026, an estimated $3.54K.
  • CVR Energy made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1716 holding.
  • GAMMA Investing first reported a position in CVR Energy in Q4 2023 and has held it in 12 quarters since.
  • 9 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.