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 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 Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return