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Integrated Wealth Concepts’s Cenovus Energy CVE Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$693K Buy
27,930
+2,109
+8% +$58.2K ﹤0.01% 1458
2026
Q1 		$685K Buy
25,821
+3,396
+15% +$72.4K 0.01% 1347
2025
Q4 		$379K Buy
22,425
+1,315
+6% +$22.8K ﹤0.01% 1220
2025
Q3 		$359K Buy
21,110
+903
+4% +$14.1K ﹤0.01% 1535
2025
Q2 		$275K Buy
+20,207
New +$262K ﹤0.01% 1597

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Integrated Wealth Concepts's CVE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Cenovus Energy (CVE) stake by 8.2% in Q2 2026, buying an estimated $58.2K and bringing the position to 27,930 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Integrated Wealth Concepts first reported a position in CVE in Q2 2025 and has held it in 5 quarters since. 492 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

  • Integrated Wealth Concepts held 27,930 shares of Cenovus Energy worth $693K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,109 Cenovus Energy shares in Q2 2026, an estimated $58.2K.
  • Cenovus Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1458 holding.
  • Integrated Wealth Concepts first reported a position in Cenovus Energy in Q2 2025 and has held it in 5 quarters since.
  • 492 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.