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Keating Financial Advisory Services’s CVR Energy CVI Stock Holding History

Keating Financial Advisory Services’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 		$1.32K Sell
48
-5
-9% -$159 ﹤0.01% 2081
2026
Q1 		$1.78K Buy
+53
New +$1.36K ﹤0.01% 1891

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

Keating Financial Advisory Services's CVI Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its CVR Energy (CVI) stake by 9.4% in Q2 2026, selling an estimated $159 and leaving 48 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Keating Financial Advisory Services first reported a position in CVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.78K in Q1 2026. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Keating Financial Advisory Services held 48 shares of CVR Energy worth $1.32K as of Q2 2026.
  • Keating Financial Advisory Services sold 5 CVR Energy shares in Q2 2026, an estimated $159.
  • CVR Energy made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2081 holding.
  • Keating Financial Advisory Services first reported a position in CVR Energy in Q1 2026 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's CVR Energy position peaked at $1.78K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.