MAI Capital Management’s CVR Energy CVI Stock Holding History

MAI Capital Management’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	–	Sell	-55	Closed	-$1.85K	–	2668
2026 Q1	$1.85K	Buy	+55	New	+$1.41K	﹤0.01%	3955

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MAI Capital Management's CVI Position: Q2 2026 in Review

MAI Capital Management sold out of CVR Energy (CVI) in Q2 2026, closing a stake of 55 shares — an estimated $1.85K sold.

MAI Capital Management first reported a position in CVI in Q1 2026 and held it in 1 quarter. The position peaked at $1.85K in Q1 2026. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

MAI Capital Management reported no remaining CVR Energy position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 55 CVR Energy shares in Q2 2026, an estimated $1.85K.
MAI Capital Management first reported a position in CVR Energy in Q1 2026 and held it in 1 quarter.
MAI Capital Management's CVR Energy position peaked at $1.85K in Q1 2026.
223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.