Private Wealth Management Group’s CVR Energy CVI Stock Holding History

Private Wealth Management Group’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	$3.83K	Hold	139	–	–	﹤0.01%	945
2026 Q1	$4.68K	Hold	139	–	–	﹤0.01%	796
2025 Q4	$3.54K	Hold	139	–	–	﹤0.01%	903
2025 Q3	$5.07K	Hold	139	–	–	﹤0.01%	785
2025 Q2	$3.73K	Hold	139	–	–	﹤0.01%	873
2025 Q1	$2.7K	Hold	139	–	–	﹤0.01%	957
2024 Q4	$2.6K	Buy	139 +90	+184%	+$1.82K	﹤0.01%	993
2024 Q3	$1.13K	Hold	49	–	–	﹤0.01%	1245
2024 Q2	$1.31K	Hold	49	–	–	﹤0.01%	1199
2024 Q1	$1.75K	Hold	49	–	–	﹤0.01%	1038
2023 Q4	$1.49K	Buy	+49	New	+$1.55K	﹤0.01%	1107

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Private Wealth Management Group's CVI Position: Q2 2026 in Review

Private Wealth Management Group held its CVR Energy (CVI) position steady in Q2 2026 at 139 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Private Wealth Management Group first reported a position in CVI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.07K in Q3 2025. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

Private Wealth Management Group held 139 shares of CVR Energy worth $3.83K as of Q2 2026.
Private Wealth Management Group left its CVR Energy share count unchanged in Q2 2026.
CVR Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #945 holding.
Private Wealth Management Group first reported a position in CVR Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's CVR Energy position peaked at $5.07K in Q3 2025.
223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.