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IHT Wealth Management’s CVR Energy CVI Stock Holding History

IHT 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
2026
Q2 		– Sell
-11,594
Closed -$390K – 1266
2026
Q1 		$390K Buy
11,594
+1,126
+11% +$28.9K 0.01% 920
2025
Q4 		$266K Sell
10,468
-675
-6% -$23K 0.01% 1006
2025
Q3 		$406K Buy
11,143
+661
+6% +$19.8K 0.01% 815
2025
Q2 		$281K Sell
10,482
-16
-0.2% -$352 0.01% 916
2025
Q1 		$204K Buy
10,498
+322
+3% +$6.29K 0.01% 1032
2024
Q4 		$191K Buy
10,176
+1,275
+14% +$25.8K 0.01% 1028
2024
Q3 		$205K Buy
8,901
+520
+6% +$12.9K 0.01% 1082
2024
Q2 		$224K Buy
8,381
+41
+0.5% +$1.25K 0.01% 905
2024
Q1 		$297K Buy
8,340
+486
+6% +$16.1K 0.01% 806
2023
Q4 		$238K Buy
7,854
+194
+3% +$6.13K 0.01% 855
2023
Q3 		$261K Buy
+7,660
New +$262K 0.01% 787
2018
Q2 		– Sell
-500
Closed -$15K – 614
2018
Q1 		$15K Hold
500
– – ﹤0.01% 1061
2017
Q4 		$20K Hold
500
– – 0.01% 986
2017
Q3 		$14K Hold
500
– – 0.01% 865
2017
Q2 		$0 Buy
+500
New +$10.3K ﹤0.01% 1412

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

IHT Wealth Management's CVI Position: Q2 2026 in Review

IHT Wealth Management sold out of CVR Energy (CVI) in Q2 2026, closing a stake of 11,594 shares — an estimated $390K sold.

IHT Wealth Management first reported a position in CVI in Q2 2017 and held it in 15 quarters. The position peaked at $406K in Q3 2025. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • IHT Wealth Management reported no remaining CVR Energy position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 11,594 CVR Energy shares in Q2 2026, an estimated $390K.
  • IHT Wealth Management first reported a position in CVR Energy in Q2 2017 and held it in 15 quarters.
  • IHT Wealth Management's CVR Energy position peaked at $406K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.