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JFS Wealth Advisors’s CVR Energy CVI Stock Holding History

JFS Wealth Advisors’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 		$331 Buy
12
+8
+200% +$254 ﹤0.01% 2043
2026
Q1 		$135 Sell
4
-1
-20% -$26 ﹤0.01% 1837
2025
Q4 		$128 Hold
5
– – ﹤0.01% 1880
2025
Q3 		$183 Hold
5
– – ﹤0.01% 1831
2025
Q2 		$135 Sell
5
-3
-38% -$66 ﹤0.01% 1798
2025
Q1 		$156 Hold
8
– – ﹤0.01% 1851
2024
Q4 		$150 Sell
8
-23
-74% -$465 ﹤0.01% 1864
2024
Q3 		$714 Sell
31
-10
-24% -$247 ﹤0.01% 1750
2024
Q2 		$1.1K Buy
41
+10
+32% +$304 ﹤0.01% 1647
2024
Q1 		$1.11K Sell
31
-11
-26% -$365 ﹤0.01% 1636
2023
Q4 		$1.27K Buy
42
+1
+2% +$32 ﹤0.01% 1574
2023
Q3 		$1.4K Buy
41
+15
+58% +$512 ﹤0.01% 1494
2023
Q2 		$779 Sell
26
-3
-10% -$81 ﹤0.01% 1671
2023
Q1 		$951 Buy
29
+4
+16% +$128 ﹤0.01% 1594
2022
Q4 		$784 Buy
25
+4
+19% +$142 ﹤0.01% 1655
2022
Q3 		$1K Sell
21
-7
-25% -$221 ﹤0.01% 1523
2022
Q2 		$1K Buy
28
+16
+133% +$511 ﹤0.01% 1498
2022
Q1 		$0 Buy
12
+8
+200% +$166 ﹤0.01% 1847
2021
Q4 		$0 Buy
+4
New +$71 ﹤0.01% 1749
2016
Q3 		– Sell
-2,648
Closed -$41K – 488
2016
Q2 		$41K Buy
2,648
+900
+51% +$19K 0.01% 274
2016
Q1 		$46K Hold
1,748
– – 0.01% 241
2015
Q4 		$69K Hold
1,748
– – 0.02% 212
2015
Q3 		$72K Buy
1,748
+2
+0.1% +$79 0.03% 175
2015
Q2 		$66K Buy
1,746
+1
+0.1% +$39 0.03% 160
2015
Q1 		$74K Buy
1,745
+87
+5% +$3.44K 0.03% 146
2014
Q4 		$64K Sell
1,658
-69
-4% -$3.04K 0.01% 159
2014
Q3 		$77K Sell
1,727
-439
-20% -$21.1K 0.01% 143
2014
Q2 		$104K Buy
+2,166
New +$102K 0.02% 126

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

JFS Wealth Advisors's CVI Position: Q2 2026 in Review

JFS Wealth Advisors increased its CVR Energy (CVI) stake by 200% in Q2 2026, buying an estimated $254 and bringing the position to 12 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

JFS Wealth Advisors first reported a position in CVI in Q2 2014 and has held it in 28 quarters since. The position peaked at $104K in Q2 2014. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • JFS Wealth Advisors held 12 shares of CVR Energy worth $331 as of Q2 2026.
  • JFS Wealth Advisors bought 8 CVR Energy shares in Q2 2026, an estimated $254.
  • CVR Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2043 holding.
  • JFS Wealth Advisors first reported a position in CVR Energy in Q2 2014 and has held it in 28 quarters since.
  • JFS Wealth Advisors's CVR Energy position peaked at $104K in Q2 2014.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.