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Larry Mathis Financial Planning’s Cenovus Energy CVE Stock Holding History

Larry Mathis Financial Planning’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 		$217K Sell
8,731
-1,773
-17% -$48.9K 0.17% 134
2026
Q1 		$279K Sell
10,504
-221
-2% -$4.71K 0.25% 117
2025
Q4 		$181K Buy
+10,725
New +$186K 0.16% 154

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Larry Mathis Financial Planning's CVE Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Cenovus Energy (CVE) stake by 17% in Q2 2026, selling an estimated $48.9K and leaving 8,731 shares worth $217K. The position accounts for 0.17% of the portfolio, ranked #134.

Larry Mathis Financial Planning first reported a position in CVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q1 2026. 487 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

  • Larry Mathis Financial Planning held 8,731 shares of Cenovus Energy worth $217K as of Q2 2026.
  • Larry Mathis Financial Planning sold 1,773 Cenovus Energy shares in Q2 2026, an estimated $48.9K.
  • Cenovus Energy made up 0.17% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #134 holding.
  • Larry Mathis Financial Planning first reported a position in Cenovus Energy in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Cenovus Energy position peaked at $279K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.