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Heritage Wealth Advisors’s Cenovus Energy CVE Stock Holding History

Heritage Wealth Advisors’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-62
Closed -$939 – 595
2024
Q4 		$939 Buy
62
+11
+22% +$177 ﹤0.01% 576
2024
Q3 		$853 Buy
+51
New +$946 ﹤0.01% 575

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Heritage Wealth Advisors's CVE Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Cenovus Energy (CVE) in Q1 2025, closing a stake of 62 shares — an estimated $939 sold.

Heritage Wealth Advisors first reported a position in CVE in Q3 2024 and held it in 2 quarters. The position peaked at $939 in Q4 2024. 397 funds tracked by Wall St. Rank hold CVE as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Cenovus Energy position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 62 Cenovus Energy shares in Q1 2025, an estimated $939.
  • Heritage Wealth Advisors first reported a position in Cenovus Energy in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Cenovus Energy position peaked at $939 in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.