PKO Investment Management Joint-Stock’s Cenovus Energy CVE Stock Holding History

PKO Investment Management Joint-Stock’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Sell	40,906 -5,594	-12%	-$154K	0.07%	172
2026 Q1	$1.23M	Buy	46,500 +12,000	+35%	+$256K	0.1%	144
2025 Q4	$585K	Sell	34,500 -8,000	-19%	-$139K	0.05%	184
2025 Q3	$722K	Sell	42,500 -13,000	-23%	-$203K	0.06%	162
2025 Q2	$752K	Hold	55,500	–	–	0.08%	143
2025 Q1	$774K	Hold	55,500	–	–	0.09%	142
2024 Q4	$842K	Hold	55,500	–	–	0.1%	118
2024 Q3	$929K	Hold	55,500	–	–	0.11%	112
2024 Q2	$1.09M	Hold	55,500	–	–	0.13%	110
2024 Q1	$1.11M	Buy	55,500 +5,500	+11%	+$93.9K	0.13%	113
2023 Q4	$833K	Hold	50,000	–	–	0.1%	114
2023 Q3	$1.05M	Hold	50,000	–	–	0.14%	92
2023 Q2	$849K	Hold	50,000	–	–	0.1%	113
2023 Q1	$870K	Hold	50,000	–	–	0.11%	113
2022 Q4	$969K	Hold	50,000	–	–	0.14%	98
2022 Q3	$776K	Buy	+50,000	New	+$888K	0.13%	100

Other funds holding CVE

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

HCC

Hatch Cove Capital Chicago, Illinois $225M AUM

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PKO Investment Management Joint-Stock's CVE Position: Q2 2026 in Review

PKO Investment Management Joint-Stock reduced its Cenovus Energy (CVE) stake by 12% in Q2 2026, selling an estimated $154K and leaving 40,906 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #172.

PKO Investment Management Joint-Stock first reported a position in CVE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q1 2026. 129 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

PKO Investment Management Joint-Stock held 40,906 shares of Cenovus Energy worth $1.01M as of Q2 2026.
PKO Investment Management Joint-Stock sold 5,594 Cenovus Energy shares in Q2 2026, an estimated $154K.
Cenovus Energy made up 0.07% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #172 holding.
PKO Investment Management Joint-Stock first reported a position in Cenovus Energy in Q3 2022 and has held it in 16 quarters since.
PKO Investment Management Joint-Stock's Cenovus Energy position peaked at $1.23M in Q1 2026.
129 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.