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Hemington Wealth Management’s CVR Energy CVI Stock Holding History

Hemington 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
2025
Q3 		$0 Hold
11
– – ﹤0.01% 1570
2025
Q2 		$0 Sell
11
-2
-15% -$44 ﹤0.01% 1546
2025
Q1 		$0 Hold
13
– – ﹤0.01% 1550
2024
Q4 		$0 Buy
13
+4
+44% +$81 ﹤0.01% 1588
2024
Q3 		$0 Buy
+9
New +$223 ﹤0.01% 1533

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hemington Wealth Management's CVI Position: Q3 2025 in Review

Hemington Wealth Management held its CVR Energy (CVI) position steady in Q3 2025 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Hemington Wealth Management first reported a position in CVI in Q3 2024 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold CVI as of Q3 2025.

  • Hemington Wealth Management held 11 shares of CVR Energy worth $0 as of Q3 2025.
  • Hemington Wealth Management left its CVR Energy share count unchanged in Q3 2025.
  • CVR Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1570 holding.
  • Hemington Wealth Management first reported a position in CVR Energy in Q3 2024 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held CVR Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.