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Merewether Investment Management’s Cenovus Energy CVE Stock Holding History

Merewether Investment 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 		$121M Buy
4,871,447
+99,847
+2% +$2.76M 2.28% 12
2026
Q1 		$127M Buy
4,771,600
+2,695,009
+130% +$57.5M 2.45% 14
2025
Q4 		$35.1M Sell
2,076,591
-5,061,631
-71% -$87.9M 0.81% 43
2025
Q3 		$121M Buy
7,138,222
+1,047,500
+17% +$16.4M 2.9% 11
2025
Q2 		$82.8M Buy
6,090,722
+2,409,096
+65% +$31.3M 2.39% 11
2025
Q1 		$51.2M Sell
3,681,626
-630,048
-15% -$9.07M 1.86% 20
2024
Q4 		$65.3M Sell
4,311,674
-584,524
-12% -$9.4M 2.61% 11
2024
Q3 		$81.9M Sell
4,896,198
-239,600
-5% -$4.44M 3.78% 9
2024
Q2 		$101M Sell
5,135,798
-1,619,200
-24% -$32.7M 5.33% 5
2024
Q1 		$135M Buy
+6,754,998
New +$115M 7.19% 2
2023
Q4 		– Sell
-5,284,548
Closed -$110M – 49
2023
Q3 		$110M Buy
5,284,548
+1,314,300
+33% +$25.1M 6.65% 2
2023
Q2 		$67.4M Buy
3,970,248
+776,933
+24% +$13.1M 4.9% 5
2023
Q1 		$55.8M Sell
3,193,315
-798,880
-20% -$14.7M 4.94% 9
2022
Q4 		$77.5M Buy
+3,992,195
New +$76.6M 7.57% 1
2022
Q2 		– Sell
-2,233,250
Closed -$37.3M – 39
2022
Q1 		$37.3M Sell
2,233,250
-800,000
-26% -$12.1M 3.78% 13
2021
Q4 		$37.2M Buy
3,033,250
+350,000
+13% +$4.19M 3.95% 9
2021
Q3 		$27M Buy
2,683,250
+500,000
+23% +$4.27M 3.8% 13
2021
Q2 		$20.9M Buy
+2,183,250
New +$18.5M 3.68% 13

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Merewether Investment Management's CVE Position: Q2 2026 in Review

Merewether Investment Management increased its Cenovus Energy (CVE) stake by 2.1% in Q2 2026, buying an estimated $2.76M and bringing the position to 4,871,447 shares worth $121M. The position accounts for 2.28% of the portfolio, ranked #12.

Merewether Investment Management first reported a position in CVE in Q2 2021 and has held it in 18 quarters since. The position peaked at $135M in Q1 2024. 488 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

  • Merewether Investment Management held 4,871,447 shares of Cenovus Energy worth $121M as of Q2 2026.
  • Merewether Investment Management bought 99,847 Cenovus Energy shares in Q2 2026, an estimated $2.76M.
  • Cenovus Energy made up 2.28% of Merewether Investment Management's portfolio in Q2 2026, its #12 holding.
  • Merewether Investment Management first reported a position in Cenovus Energy in Q2 2021 and has held it in 18 quarters since.
  • Merewether Investment Management's Cenovus Energy position peaked at $135M in Q1 2024.
  • 488 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

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