JFG
CVI icon

Jefferies Financial Group’s CVR Energy CVI Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-10,692
Closed -$272K – 1837
2025
Q4 		$272K Buy
10,692
+2,962
+38% +$101K ﹤0.01% 1525
2025
Q3 		$282K Sell
7,730
-4,281
-36% -$128K ﹤0.01% 1218
2025
Q2 		$322K Buy
+12,011
New +$264K 0.01% 1014
2018
Q3 		– Sell
-10,000
Closed -$370K – 87
2018
Q2 		$370K Buy
+10,000
New +$377K 0.03% 70
2016
Q3 		– Sell
-64,994
Closed -$1.01M – 39
2016
Q2 		$1.01M Buy
+64,994
New +$1.38M 0.12% 29

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IC
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VPM
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VCM
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Allianz Asset Management
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CM
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return