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 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lodestone Wealth Management's CVE Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Cenovus Energy (CVE) stake by 0% in Q2 2026, selling an estimated $55 and leaving 116,490 shares worth $2.89M. The position accounts for 1.02% of the portfolio, ranked #29.

Lodestone Wealth Management first reported a position in CVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.09M in Q1 2026. 490 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

Lodestone Wealth Management held 116,490 shares of Cenovus Energy worth $2.89M as of Q2 2026.
Lodestone Wealth Management sold 2 Cenovus Energy shares in Q2 2026, an estimated $55.
Cenovus Energy made up 1.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #29 holding.
Lodestone Wealth Management first reported a position in Cenovus Energy in Q1 2024 and has held it in 10 quarters since.
Lodestone Wealth Management's Cenovus Energy position peaked at $3.09M in Q1 2026.
490 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.