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Global Financial Private Client’s CVR Energy CVI Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-4
Closed -$78 – 540
2025
Q1 		$78 Hold
4
– – ﹤0.01% 1624
2024
Q4 		$75 Buy
+4
New +$81 ﹤0.01% 1537

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Financial Private Client's CVI Position: Q2 2025 in Review

Global Financial Private Client sold out of CVR Energy (CVI) in Q2 2025, closing a stake of 4 shares — an estimated $78 sold.

Global Financial Private Client first reported a position in CVI in Q4 2024 and held it in 2 quarters. The position peaked at $78 in Q1 2025. 209 funds tracked by Wall St. Rank hold CVI as of Q2 2025.

  • Global Financial Private Client reported no remaining CVR Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 CVR Energy shares in Q2 2025, an estimated $78.
  • Global Financial Private Client first reported a position in CVR Energy in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's CVR Energy position peaked at $78 in Q1 2025.
  • 209 funds tracked by Wall St. Rank held CVR Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.