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Mount Yale Investment Advisors’s Cenovus Energy CVE Stock Holding History

Mount Yale Investment Advisors’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 		$740K Buy
29,834
+740
+3% +$20.4K 0.01% 671
2026
Q1 		$772K Buy
+29,094
New +$620K 0.02% 582
2025
Q3 		– Sell
-22,961
Closed -$312K – 876
2025
Q2 		$312K Sell
22,961
-2,027
-8% -$26.3K 0.02% 440
2025
Q1 		$348K Buy
24,988
+3,213
+15% +$46.3K 0.03% 398
2024
Q4 		$330K Sell
21,775
-9,838
-31% -$158K 0.03% 418
2024
Q3 		$529K Sell
31,613
-7,520
-19% -$139K 0.05% 335
2024
Q2 		$769K Sell
39,133
-176
-0.4% -$3.56K 0.06% 256
2024
Q1 		$786K Buy
39,309
+10,119
+35% +$173K 0.06% 270
2023
Q4 		$486K Sell
29,190
-2,691
-8% -$49.3K 0.05% 321
2023
Q3 		$664K Sell
31,881
-215
-0.7% -$4.11K 0.07% 258
2023
Q2 		$545K Buy
32,096
+3,168
+11% +$53.4K 0.06% 294
2023
Q1 		$505K Buy
28,928
+2,013
+7% +$37K 0.06% 297
2022
Q4 		$522K Buy
26,915
+4,942
+22% +$94.8K 0.06% 275
2022
Q3 		$338K Buy
21,973
+4,633
+27% +$82.3K 0.04% 319
2022
Q2 		$330K Buy
17,340
+4,320
+33% +$86K 0.04% 338
2022
Q1 		$217K Buy
13,020
+60
+0.5% +$910 0.02% 435
2021
Q4 		$159K Buy
+12,960
New +$155K 0.02% 450

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

Mount Yale Investment Advisors's CVE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Cenovus Energy (CVE) stake by 2.5% in Q2 2026, buying an estimated $20.4K and bringing the position to 29,834 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #671.

Mount Yale Investment Advisors first reported a position in CVE in Q4 2021 and has held it in 17 quarters since. The position peaked at $786K in Q1 2024. 493 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

  • Mount Yale Investment Advisors held 29,834 shares of Cenovus Energy worth $740K as of Q2 2026.
  • Mount Yale Investment Advisors bought 740 Cenovus Energy shares in Q2 2026, an estimated $20.4K.
  • Cenovus Energy made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #671 holding.
  • Mount Yale Investment Advisors first reported a position in Cenovus Energy in Q4 2021 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's Cenovus Energy position peaked at $786K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.