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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
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

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Root Financial Partners's CVE Position: Q2 2026 in Review

Root Financial Partners sold out of Cenovus Energy (CVE) in Q2 2026, closing a stake of 158 shares — an estimated $4.19K sold.

Root Financial Partners first reported a position in CVE in Q3 2025 and held it in 3 quarters. The position peaked at $4.19K in Q1 2026. 490 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

  • Root Financial Partners reported no remaining Cenovus Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 158 Cenovus Energy shares in Q2 2026, an estimated $4.19K.
  • Root Financial Partners first reported a position in Cenovus Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cenovus Energy position peaked at $4.19K in Q1 2026.
  • 490 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.