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Garton & Associates Financial Advisors’s CVR Energy CVI Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-775
Closed -$19.7K – 256
2025
Q4 		$19.7K Buy
+775
New +$26.4K 0.01% 650

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's CVI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of CVR Energy (CVI) in Q1 2026, closing a stake of 775 shares — an estimated $19.7K sold.

Garton & Associates Financial Advisors first reported a position in CVI in Q4 2025 and held it in 1 quarter. The position peaked at $19.7K in Q4 2025. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining CVR Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 775 CVR Energy shares in Q1 2026, an estimated $19.7K.
  • Garton & Associates Financial Advisors first reported a position in CVR Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's CVR Energy position peaked at $19.7K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.