Lodestone Wealth Management
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Lodestone Wealth Management’s Cenovus Energy CVE Stock Holding History

Lodestone Wealth Management’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
Q3 		$3.56M Sell
114,382
-2,108
-2% -$63.6K 1.2% 22
2026
Q2 		$2.89M Sell
116,490
-2
-0% -$55 1.02% 29
2026
Q1 		$3.09M Sell
116,492
-978
-0.8% -$20.9K 1.22% 20
2025
Q4 		$1.99M Buy
117,470
+6,028
+5% +$105K 0.81% 38
2025
Q3 		$1.89M Buy
111,442
+1,264
+1% +$19.7K 0.85% 41
2025
Q2 		$1.5M Buy
110,178
+50,081
+83% +$650K 0.73% 47
2025
Q1 		$836K Sell
60,097
-9,699
-14% -$140K 0.44% 65
2024
Q4 		$1.06M Sell
69,796
-11,090
-14% -$178K 0.53% 56
2024
Q3 		$1.35M Buy
80,886
+22,544
+39% +$418K 0.68% 56
2024
Q2 		$1.15M Buy
58,342
+29,319
+101% +$593K 0.6% 57
2024
Q1 		$580K Buy
+29,023
New +$496K 0.3% 77

Other funds holding CVE

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Lodestone Wealth Management's CVE Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Cenovus Energy (CVE) stake by 1.8% in Q3 2026, selling an estimated $63.6K and leaving 114,382 shares worth $3.56M. The position accounts for 1.2% of the portfolio, ranked #22.

Lodestone Wealth Management first reported a position in CVE in Q1 2024 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold CVE as of Q3 2026.

  • Lodestone Wealth Management held 114,382 shares of Cenovus Energy worth $3.56M as of Q3 2026.
  • Lodestone Wealth Management sold 2,108 Cenovus Energy shares in Q3 2026, an estimated $63.6K.
  • Cenovus Energy made up 1.2% of Lodestone Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Lodestone Wealth Management first reported a position in Cenovus Energy in Q1 2024 and has held it in 11 quarters since.
  • 115 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.