OP
CVI icon

ORG Partners’s CVR Energy CVI Stock Holding History

ORG Partners’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
2025
Q1 		– Sell
-371
Closed -$6.95K – 1442
2024
Q4 		$6.95K Hold
371
– – ﹤0.01% 961
2024
Q3 		$8.54K Hold
371
– – ﹤0.01% 815
2024
Q2 		$9.78K Buy
+371
New +$11.3K ﹤0.01% 1253
2024
Q1 		– Sell
-371
Closed -$11.2K – 640
2023
Q4 		$11.2K Buy
+371
New +$11.7K ﹤0.01% 748
2023
Q3 		– Sell
-371
Closed -$11K – 1412
2023
Q2 		$11K Buy
+371
New +$9.98K ﹤0.01% 958

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORG Partners's CVI Position: Q1 2025 in Review

ORG Partners sold out of CVR Energy (CVI) in Q1 2025, closing a stake of 371 shares — an estimated $6.95K sold.

ORG Partners first reported a position in CVI in Q2 2023 and held it in 5 quarters. The position peaked at $11.2K in Q4 2023. 197 funds tracked by Wall St. Rank hold CVI as of Q1 2025.

  • ORG Partners reported no remaining CVR Energy position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 371 CVR Energy shares in Q1 2025, an estimated $6.95K.
  • ORG Partners first reported a position in CVR Energy in Q2 2023 and held it in 5 quarters.
  • ORG Partners's CVR Energy position peaked at $11.2K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held CVR Energy as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.