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Global Retirement Partners’s CVR Energy CVI Stock Holding History

Global Retirement Partners’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 		$2.92K Buy
+106
New +$3.37K ﹤0.01% 3881
2023
Q4 		– Sell
-1
Closed -$26 – 3384
2023
Q3 		$26 Buy
+1
New +$34 ﹤0.01% 3218
2023
Q2 		– Sell
-18
Closed -$447 – 3207
2023
Q1 		$447 Buy
+18
New +$577 ﹤0.01% 2945

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
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 $123B AUM 45.23% 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

Global Retirement Partners's CVI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in CVR Energy (CVI) in Q2 2026: 106 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #3881 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CVI as recently as Q3 2023.

Global Retirement Partners first reported a position in CVI in Q1 2023 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Global Retirement Partners held 106 shares of CVR Energy worth $2.92K as of Q2 2026.
  • CVR Energy was a new Global Retirement Partners position in Q2 2026.
  • CVR Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3881 holding.
  • Global Retirement Partners first reported a position in CVR Energy in Q1 2023 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.