Nisa Investment Advisors
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Nisa Investment Advisors’s CVR Energy CVI Stock Holding History

Nisa Investment Advisors’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 		$15.9K Sell
577
-4,991
-90% -$159K ﹤0.01% 2326
2026
Q1 		$187K Buy
5,568
+5,143
+1,210% +$132K ﹤0.01% 1231
2025
Q4 		$10.8K Sell
425
-260
-38% -$8.85K ﹤0.01% 2181
2025
Q3 		$25K Buy
685
+147
+27% +$4.4K ﹤0.01% 1895
2025
Q2 		$14.4K Sell
538
-30
-5% -$660 ﹤0.01% 2092
2025
Q1 		$11K Buy
568
+168
+42% +$3.28K ﹤0.01% 2078
2024
Q4 		$7.5K Sell
400
-3,215
-89% -$65K ﹤0.01% 2195
2024
Q3 		$83.3K Sell
3,615
-10,010
-73% -$248K ﹤0.01% 1496
2024
Q2 		$365K Sell
13,625
-7,518
-36% -$228K ﹤0.01% 1175
2024
Q1 		$754K Buy
21,143
+4,923
+30% +$164K ﹤0.01% 952
2023
Q4 		$491K Buy
16,220
+6,195
+62% +$196K ﹤0.01% 1063
2023
Q3 		$341K Buy
10,025
+9,700
+2,985% +$331K ﹤0.01% 1176
2023
Q2 		$9.74K Sell
325
-5,800
-95% -$156K ﹤0.01% 2262
2023
Q1 		$201K Buy
6,125
+4,315
+238% +$138K ﹤0.01% 1308
2022
Q4 		$57K Sell
1,810
-9
-0.5% -$319 ﹤0.01% 1725
2022
Q3 		$71K Buy
+1,819
New +$57.4K ﹤0.01% 1622
2022
Q2 		– Sell
-560
Closed -$14K – 2398
2022
Q1 		$14K Sell
560
-230
-29% -$4.78K ﹤0.01% 2132
2021
Q4 		$15K Hold
790
– – ﹤0.01% 1966
2021
Q3 		$13K Hold
790
– – ﹤0.01% 2170
2021
Q2 		$14K Hold
790
– – ﹤0.01% 2181
2021
Q1 		$15K Hold
790
– – ﹤0.01% 2162
2020
Q4 		$12K Sell
790
-6,400
-89% -$86.5K ﹤0.01% 2188
2020
Q3 		$89K Sell
7,190
-8,500
-54% -$144K ﹤0.01% 1577
2020
Q2 		$316K Buy
15,690
+600
+4% +$12.1K ﹤0.01% 1172
2020
Q1 		$249K Sell
15,090
-14,940
-50% -$450K ﹤0.01% 1131
2019
Q4 		$1.21M Sell
30,030
-940
-3% -$41.3K 0.01% 820
2019
Q3 		$1.36M Buy
30,970
+320
+1% +$14.9K 0.01% 761
2019
Q2 		$1.53M Sell
30,650
-10,850
-26% -$487K 0.01% 711
2019
Q1 		$1.71M Buy
41,500
+10,350
+33% +$412K 0.02% 666
2018
Q4 		$1.07M Sell
31,150
-8,200
-21% -$312K 0.01% 764
2018
Q3 		$1.58M Buy
39,350
+12,000
+44% +$450K 0.01% 740
2018
Q2 		$1.01M Hold
27,350
– – 0.01% 841
2018
Q1 		$815K Buy
27,350
+4,450
+19% +$150K 0.01% 890
2017
Q4 		$853K Buy
22,900
+2,000
+10% +$62.2K 0.01% 881
2017
Q3 		$541K Buy
20,900
+17,800
+574% +$379K 0.01% 1010
2017
Q2 		$67K Sell
3,100
-6,180
-67% -$127K ﹤0.01% 1388
2017
Q1 		$186K Sell
9,280
-4,020
-30% -$88.5K ﹤0.01% 1266
2016
Q4 		$338K Sell
13,300
-19,700
-60% -$341K ﹤0.01% 1141
2016
Q3 		$454K Buy
33,000
+19,000
+136% +$273K 0.01% 1029
2016
Q2 		$217K Buy
14,000
+8,900
+175% +$188K ﹤0.01% 1199
2016
Q1 		$133K Sell
5,100
-2,500
-33% -$72.9K ﹤0.01% 1302
2015
Q4 		$299K Buy
7,600
+2,500
+49% +$108K ﹤0.01% 1087
2015
Q3 		$206K Sell
5,100
-65,600
-93% -$2.6M ﹤0.01% 1204
2015
Q2 		$2.66M Buy
70,700
+49,200
+229% +$1.94M 0.04% 454
2015
Q1 		$915K Sell
21,500
-4,700
-18% -$186K 0.01% 815
2014
Q4 		$1.01M Buy
+26,200
New +$1.16M 0.01% 779
2014
Q3 		– Sell
-11,000
Closed -$530K – 1306
2014
Q2 		$530K Sell
11,000
-3,150
-22% -$148K 0.01% 1012
2014
Q1 		$598K Hold
14,150
– – 0.01% 977
2013
Q4 		$615K Buy
14,150
+4,000
+39% +$155K 0.01% 962
2013
Q3 		$391K Sell
10,150
-37,550
-79% -$1.65M 0.01% 1086
2013
Q2 		$2.26M Buy
+47,700
New +$2.62M 0.04% 473

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Nisa Investment Advisors's CVI Position: Q2 2026 in Review

Nisa Investment Advisors reduced its CVR Energy (CVI) stake by 90% in Q2 2026, selling an estimated $159K and leaving 577 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Nisa Investment Advisors first reported a position in CVI in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.66M in Q2 2015. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Nisa Investment Advisors held 577 shares of CVR Energy worth $15.9K as of Q2 2026.
  • Nisa Investment Advisors sold 4,991 CVR Energy shares in Q2 2026, an estimated $159K.
  • CVR Energy made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2326 holding.
  • Nisa Investment Advisors first reported a position in CVR Energy in Q2 2013 and has held it in 51 quarters since.
  • Nisa Investment Advisors's CVR Energy position peaked at $2.66M in Q2 2015.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.