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Pinnacle Wealth Planning Services’s CVR Energy CVI Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$59.1K Sell
2,145
-186
-8% -$5.91K 0.01% 1158
2026
Q1 		$78.4K Buy
2,331
+1,353
+138% +$34.8K 0.01% 941
2025
Q4 		$24.9K Buy
+978
New +$33.3K ﹤0.01% 1616
2021
Q1 		– Sell
-160
Closed -$2K – 732
2020
Q4 		$2K Buy
+160
New +$2.16K ﹤0.01% 1915

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's CVI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its CVR Energy (CVI) stake by 8% in Q2 2026, selling an estimated $5.91K and leaving 2,145 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #1158.

Pinnacle Wealth Planning Services first reported a position in CVI in Q4 2020 and has held it in 4 quarters since. The position peaked at $78.4K in Q1 2026. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,145 shares of CVR Energy worth $59.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 186 CVR Energy shares in Q2 2026, an estimated $5.91K.
  • CVR Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1158 holding.
  • Pinnacle Wealth Planning Services first reported a position in CVR Energy in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's CVR Energy position peaked at $78.4K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.