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Plante Moran Financial Advisors’s CVR Energy CVI Stock Holding History

Plante Moran Financial 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
Q2 		$220 Buy
+8
New +$254 ﹤0.01% 1433

Other funds holding CVI

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Plante Moran Financial Advisors's CVI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in CVR Energy (CVI) in Q2 2026: 8 shares worth $220. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings.

83 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Plante Moran Financial Advisors held 8 shares of CVR Energy worth $220 as of Q2 2026.
  • CVR Energy was a new Plante Moran Financial Advisors position in Q2 2026.
  • CVR Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1433 holding.
  • 83 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.