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Larson Financial Group’s CVR Energy CVI Stock Holding History

Larson Financial Group’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 		$24.3K Buy
881
+3
+0.3% +$95 ﹤0.01% 1906
2026
Q1 		$29.6K Hold
878
– – ﹤0.01% 1635
2025
Q4 		$22.3K Hold
878
– – ﹤0.01% 1653
2025
Q3 		$32K Sell
878
-35
-4% -$1.05K ﹤0.01% 1381
2025
Q2 		$24.5K Buy
913
+71
+8% +$1.56K ﹤0.01% 1381
2025
Q1 		$16.3K Sell
842
-775
-48% -$15.1K ﹤0.01% 1440
2024
Q4 		$30.3K Sell
1,617
-1,502
-48% -$30.4K ﹤0.01% 1065
2024
Q3 		$71.8K Buy
3,119
+2,698
+641% +$66.7K ﹤0.01% 805
2024
Q2 		$11.3K Buy
+421
New +$12.8K ﹤0.01% 1222

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

Larson Financial Group's CVI Position: Q2 2026 in Review

Larson Financial Group increased its CVR Energy (CVI) stake by 0.34% in Q2 2026, buying an estimated $95 and bringing the position to 881 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Larson Financial Group first reported a position in CVI in Q2 2024 and has held it in 9 quarters since. The position peaked at $71.8K in Q3 2024. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Larson Financial Group held 881 shares of CVR Energy worth $24.3K as of Q2 2026.
  • Larson Financial Group bought 3 CVR Energy shares in Q2 2026, an estimated $95.
  • CVR Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1906 holding.
  • Larson Financial Group first reported a position in CVR Energy in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's CVR Energy position peaked at $71.8K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.