NWF Advisory Services’s CVR Energy CVI Stock Holding History

NWF Advisory Services’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
2024 Q2	–	Sell	-41,646	Closed	-$1.49M	–	331
2024 Q1	$1.49M	Buy	+41,646	New	+$1.38M	0.25%	74

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

NWF Advisory Services's CVI Position: Q2 2024 in Review

NWF Advisory Services sold out of CVR Energy (CVI) in Q2 2024, closing a stake of 41,646 shares — an estimated $1.49M sold.

NWF Advisory Services first reported a position in CVI in Q1 2024 and held it in 1 quarter. The position peaked at $1.49M in Q1 2024. 215 funds tracked by Wall St. Rank hold CVI as of Q2 2024.

NWF Advisory Services reported no remaining CVR Energy position as of Q2 2024 after selling out during the quarter.
NWF Advisory Services sold 41,646 CVR Energy shares in Q2 2024, an estimated $1.49M.
NWF Advisory Services first reported a position in CVR Energy in Q1 2024 and held it in 1 quarter.
NWF Advisory Services's CVR Energy position peaked at $1.49M in Q1 2024.
215 funds tracked by Wall St. Rank held CVR Energy as of Q2 2024.

Based on NWF Advisory Services's 13F filing for Q2 2024, filed 6 Oct 2025.