Root Financial Partners
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Root Financial Partners’s Cenovus Energy CVE Stock Holding History

Root Financial Partners’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
Q3 		$19.6K Buy
+632
New +$19.1K ﹤0.01% 1564
2026
Q2 		– Sell
-158
Closed -$4.19K – 1052
2026
Q1 		$4.19K Buy
158
+22
+16% +$469 ﹤0.01% 2011
2025
Q4 		$2.3K Hold
136
– – ﹤0.01% 1969
2025
Q3 		$2.31K Buy
+136
New +$2.12K ﹤0.01% 1930

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Root Financial Partners's CVE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cenovus Energy (CVE) in Q3 2026: 632 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CVE as recently as Q1 2026.

Root Financial Partners first reported a position in CVE in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold CVE as of Q3 2026.

  • Root Financial Partners held 632 shares of Cenovus Energy worth $19.6K as of Q3 2026.
  • Cenovus Energy was a new Root Financial Partners position in Q3 2026.
  • Cenovus Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1564 holding.
  • Root Financial Partners first reported a position in Cenovus Energy in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.