Pineridge Advisors’s CVR Energy CVI Stock Holding History

Pineridge 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
2025 Q3	–	Sell	-55	Closed	-$1.48K	–	481
2025 Q2	$1.48K	Buy	+55	New	+$1.21K	﹤0.01%	441

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pineridge Advisors's CVI Position: Q3 2025 in Review

Pineridge Advisors sold out of CVR Energy (CVI) in Q3 2025, closing a stake of 55 shares — an estimated $1.48K sold.

Pineridge Advisors first reported a position in CVI in Q2 2025 and held it in 1 quarter. The position peaked at $1.48K in Q2 2025. 226 funds tracked by Wall St. Rank hold CVI as of Q3 2025.

Pineridge Advisors reported no remaining CVR Energy position as of Q3 2025 after selling out during the quarter.
Pineridge Advisors sold 55 CVR Energy shares in Q3 2025, an estimated $1.48K.
Pineridge Advisors first reported a position in CVR Energy in Q2 2025 and held it in 1 quarter.
Pineridge Advisors's CVR Energy position peaked at $1.48K in Q2 2025.
226 funds tracked by Wall St. Rank held CVR Energy as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.