JFS Wealth Advisors’s Cenovus Energy CVE Stock Holding History

JFS Wealth Advisors’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	$7.07K	Hold	285	–	–	﹤0.01%	1151
2026 Q1	$7.56K	Sell	285 -93	-25%	-$1.98K	﹤0.01%	1054
2025 Q4	$6.4K	Buy	378 +31	+9%	+$538	﹤0.01%	1141
2025 Q3	$5.9K	Buy	347 +131	+61%	+$2.04K	﹤0.01%	1060
2025 Q2	$2.94K	Sell	216 -378	-64%	-$4.91K	﹤0.01%	1277
2025 Q1	$8.26K	Sell	594 -194	-25%	-$2.79K	﹤0.01%	940
2024 Q4	$11.9K	Buy	788 +327	+71%	+$5.26K	﹤0.01%	801
2024 Q3	$7.71K	Hold	461	–	–	﹤0.01%	948
2024 Q2	$9.06K	Hold	461	–	–	﹤0.01%	825
2024 Q1	$9.22K	Buy	461 +4	+0.9%	+$68	﹤0.01%	843
2023 Q4	$7.61K	Hold	457	–	–	﹤0.01%	884
2023 Q3	$9.52K	Hold	457	–	–	﹤0.01%	747
2023 Q2	$7.76K	Hold	457	–	–	﹤0.01%	817
2023 Q1	$7.98K	Hold	457	–	–	﹤0.01%	797
2022 Q4	$8.87K	Sell	457 -122	-21%	-$2.34K	﹤0.01%	758
2022 Q3	$9K	Buy	579 +2	+0.3%	+$36	﹤0.01%	756
2022 Q2	$11K	Buy	577 +168	+41%	+$3.34K	﹤0.01%	733
2022 Q1	$7K	Buy	409 +305	+293%	+$4.63K	﹤0.01%	909
2021 Q4	$1K	Buy	+104	New	+$1.25K	﹤0.01%	1313

Other funds holding CVE

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return