PA
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Parallel Advisors’s CVR Energy CVI Stock Holding History

Parallel 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
Q1 		$6.39K Buy
190
+51
+37% +$1.31K ﹤0.01% 2946
2025
Q4 		$3.54K Hold
139
– – ﹤0.01% 2957
2025
Q3 		$5.07K Hold
139
– – ﹤0.01% 2763
2025
Q2 		$3.73K Buy
+139
New +$3.06K ﹤0.01% 2840
2025
Q1 		– Sell
-45
Closed -$843 – 3545
2024
Q4 		$843 Buy
+45
New +$910 ﹤0.01% 3146
2024
Q3 		– Sell
-41
Closed -$1.01K – 3414
2024
Q2 		$1.1K Buy
+41
New +$1.25K ﹤0.01% 2931
2024
Q1 		– Hold
0
– – – 3324
2023
Q4 		– Hold
0
– – – 3358
2022
Q4 		– Sell
-8
Closed – – 3401
2022
Q3 		$0 Buy
+8
New +$252 ﹤0.01% 3209
2020
Q2 		– Sell
-64
Closed -$1K – 2485
2020
Q1 		$1K Buy
+64
New +$1.93K ﹤0.01% 2252

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return