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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
2025
Q4 		– Sell
-80,700
Closed -$2.94M – 1901
2025
Q3 		$2.94M Hold
80,700
– – 0.01% 517
2025
Q2 		$2.17M Buy
+80,700
New +$1.78M 0.02% 503

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's CVI Position: Q1 2026 in Review

Jefferies Financial Group sold out of CVR Energy (CVI) in Q1 2026, closing a stake of 10,692 shares — an estimated $272K sold.

Jefferies Financial Group first reported a position in CVI in Q2 2016 and held it in 5 quarters. The position peaked at $1.01M in Q2 2016. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Jefferies Financial Group reported no remaining CVR Energy position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 10,692 CVR Energy shares in Q1 2026, an estimated $272K.
  • Jefferies Financial Group first reported a position in CVR Energy in Q2 2016 and held it in 5 quarters.
  • Jefferies Financial Group's CVR Energy position peaked at $1.01M in Q2 2016.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.