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Pacifica Partners’s CVR Energy CVI Stock Holding History

Pacifica 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
Q4 		– Sell
-430
Closed -$15.7K – 482
2025
Q3 		$15.7K Hold
430
– – 0.01% 290
2025
Q2 		$11.7K Hold
430
– – ﹤0.01% 321
2025
Q1 		$7.68K Hold
430
– – ﹤0.01% 354
2024
Q4 		$8.07K Hold
430
– – ﹤0.01% 345
2024
Q3 		$9.9K Buy
+430
New +$10.6K ﹤0.01% 353

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacifica Partners's CVI Position: Q4 2025 in Review

Pacifica Partners sold out of CVR Energy (CVI) in Q4 2025, closing a stake of 430 shares — an estimated $15.7K sold.

Pacifica Partners first reported a position in CVI in Q3 2024 and held it in 5 quarters. The position peaked at $15.7K in Q3 2025. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2025.

  • Pacifica Partners reported no remaining CVR Energy position as of Q4 2025 after selling out during the quarter.
  • Pacifica Partners sold 430 CVR Energy shares in Q4 2025, an estimated $15.7K.
  • Pacifica Partners first reported a position in CVR Energy in Q3 2024 and held it in 5 quarters.
  • Pacifica Partners's CVR Energy position peaked at $15.7K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2025.

Based on Pacifica Partners's 13F filing for Q4 2025, filed 9 Jan 2026.