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Gilpin Wealth Management’s CVR Energy CVI Stock Holding History

Gilpin 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
2026
Q2 		$138 Hold
5
– – ﹤0.01% 989
2026
Q1 		$169 Buy
+5
New +$129 ﹤0.01% 888

Other funds holding CVI

IC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Gilpin Wealth Management's CVI Position: Q2 2026 in Review

Gilpin Wealth Management held its CVR Energy (CVI) position steady in Q2 2026 at 5 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Gilpin Wealth Management first reported a position in CVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $169 in Q1 2026. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Gilpin Wealth Management held 5 shares of CVR Energy worth $138 as of Q2 2026.
  • Gilpin Wealth Management left its CVR Energy share count unchanged in Q2 2026.
  • CVR Energy made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #989 holding.
  • Gilpin Wealth Management first reported a position in CVR Energy in Q1 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's CVR Energy position peaked at $169 in Q1 2026.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.