RFP
CVI icon

Root Financial Partners’s CVR Energy CVI Stock Holding History

Root Financial Partners’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
Q1 		$2.12K Buy
63
+55
+688% +$1.41K ﹤0.01% 2291
2025
Q4 		$204 Hold
8
– – ﹤0.01% 2294
2025
Q3 		$292 Buy
+8
New +$239 ﹤0.01% 2188

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's CVI Position: Q1 2026 in Review

Root Financial Partners increased its CVR Energy (CVI) stake by 688% in Q1 2026, buying an estimated $1.41K and bringing the position to 63 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Root Financial Partners first reported a position in CVI in Q3 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Root Financial Partners held 63 shares of CVR Energy worth $2.12K as of Q1 2026.
  • Root Financial Partners bought 55 CVR Energy shares in Q1 2026, an estimated $1.41K.
  • CVR Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2291 holding.
  • Root Financial Partners first reported a position in CVR Energy in Q3 2025 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.