MAM
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Marquette Asset Management’s CVR Energy CVI Stock Holding History

Marquette Asset 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
Q3 		$3.72K Hold
73
– – ﹤0.01% 416
2026
Q2 		$2.01K Hold
73
– – ﹤0.01% 610
2026
Q1 		$2.46K Hold
73
– – ﹤0.01% 483
2025
Q4 		$1.86K Buy
+73
New +$2.48K ﹤0.01% 491

Other funds holding CVI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Marquette Asset Management's CVI Position: Q3 2026 in Review

Marquette Asset Management held its CVR Energy (CVI) position steady in Q3 2026 at 73 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Marquette Asset Management first reported a position in CVI in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • Marquette Asset Management held 73 shares of CVR Energy worth $3.72K as of Q3 2026.
  • Marquette Asset Management left its CVR Energy share count unchanged in Q3 2026.
  • CVR Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #416 holding.
  • Marquette Asset Management first reported a position in CVR Energy in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.