MassMutual Private Wealth & Trust’s CVR Energy CVI Stock Holding History

MassMutual Private Wealth & Trust’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	-13	Closed	-$437	–	2427
2026 Q1	$437	Sell	13 -16	-55%	-$411	﹤0.01%	2248
2025 Q4	$738	Hold	29	–	–	﹤0.01%	2194
2025 Q3	$1.06K	Buy	29 +1	+4%	+$30	﹤0.01%	2134
2025 Q2	$752	Sell	28 -43	-61%	-$946	﹤0.01%	2174
2025 Q1	$1.38K	Buy	71 +41	+137%	+$801	﹤0.01%	2035
2024 Q4	$562	Sell	30 -35	-54%	-$707	﹤0.01%	2126
2024 Q3	$1.5K	Buy	+65	New	+$1.61K	﹤0.01%	1741

Other funds holding CVI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return