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Kingsview Wealth Management’s CVR Energy CVI Stock Holding History

Kingsview Wealth Management’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
-6,207
Closed -$226K – 1250
2025
Q3 		$226K Buy
+6,207
New +$186K ﹤0.01% 1087
2024
Q2 		– Sell
-21,151
Closed -$754K – 1050
2024
Q1 		$754K Buy
+21,151
New +$703K 0.02% 573
2023
Q2 		– Sell
-11,357
Closed -$372K – 919
2023
Q1 		$372K Sell
11,357
-15,223
-57% -$488K 0.02% 652
2022
Q4 		$833K Buy
+26,580
New +$943K 0.04% 383

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kingsview Wealth Management's CVI Position: Q4 2025 in Review

Kingsview Wealth Management sold out of CVR Energy (CVI) in Q4 2025, closing a stake of 6,207 shares — an estimated $226K sold.

Kingsview Wealth Management first reported a position in CVI in Q4 2022 and held it in 4 quarters. The position peaked at $833K in Q4 2022. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2025.

  • Kingsview Wealth Management reported no remaining CVR Energy position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,207 CVR Energy shares in Q4 2025, an estimated $226K.
  • Kingsview Wealth Management first reported a position in CVR Energy in Q4 2022 and held it in 4 quarters.
  • Kingsview Wealth Management's CVR Energy position peaked at $833K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.