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IFP Advisors’s CVR Energy CVI Stock Holding History

IFP Advisors’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 		$3.11K Sell
113
-28
-20% -$889 ﹤0.01% 4035
2026
Q1 		$4.75K Buy
141
+94
+200% +$2.42K ﹤0.01% 3558
2025
Q4 		$1.2K Hold
47
– – ﹤0.01% 4012
2025
Q3 		$1.72K Buy
+47
New +$1.41K ﹤0.01% 3760
2025
Q2 		– Sell
-16
Closed -$352 – 3791
2025
Q1 		$310 Hold
16
– – ﹤0.01% 3557
2024
Q4 		$299 Buy
16
+10
+167% +$202 ﹤0.01% 3569
2024
Q3 		$138 Hold
6
– – ﹤0.01% 3221
2024
Q2 		$161 Buy
+6
New +$182 ﹤0.01% 3151
2024
Q1 		– Sell
-2,700
Closed -$89.7K – 3103
2023
Q4 		$81.8K Buy
2,700
+30
+1% +$948 ﹤0.01% 1337
2023
Q3 		$90.9K Buy
+2,670
New +$91.2K ﹤0.01% 1301
2023
Q2 		– Sell
-52
Closed -$2.08K – 3468
2023
Q1 		$2.08K Sell
52
-248
-83% -$7.95K ﹤0.01% 2884
2022
Q4 		$12K Hold
300
– – ﹤0.01% 3254
2022
Q3 		$12K Buy
+300
New +$9.46K ﹤0.01% 3501
2020
Q1 		– Sell
-1,043
Closed -$31.4K – 2798
2019
Q4 		$42K Buy
1,043
+38
+4% +$1.67K ﹤0.01% 1324
2019
Q3 		$43K Buy
+1,005
New +$46.8K ﹤0.01% 1434
2019
Q1 		– Sell
-304
Closed -$10K – 2565
2018
Q4 		$10K Buy
304
+104
+52% +$3.96K ﹤0.01% 2493
2018
Q3 		$8K Buy
+200
New +$7.51K ﹤0.01% 2962

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 $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

IFP Advisors's CVI Position: Q2 2026 in Review

IFP Advisors reduced its CVR Energy (CVI) stake by 20% in Q2 2026, selling an estimated $889 and leaving 113 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4035.

IFP Advisors first reported a position in CVI in Q3 2018 and has held it in 17 quarters since. The position peaked at $90.9K in Q3 2023. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • IFP Advisors held 113 shares of CVR Energy worth $3.11K as of Q2 2026.
  • IFP Advisors sold 28 CVR Energy shares in Q2 2026, an estimated $889.
  • CVR Energy made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4035 holding.
  • IFP Advisors first reported a position in CVR Energy in Q3 2018 and has held it in 17 quarters since.
  • IFP Advisors's CVR Energy position peaked at $90.9K in Q3 2023.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.