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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
Q2 		– Sell
-63
Closed -$2.12K – 1054
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 $8.26B AUM 15.11% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Root Financial Partners sold out of CVR Energy (CVI) in Q2 2026, closing a stake of 63 shares — an estimated $2.12K sold.

Root Financial Partners first reported a position in CVI in Q3 2025 and held it in 3 quarters. The position peaked at $2.12K in Q1 2026. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Root Financial Partners reported no remaining CVR Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 63 CVR Energy shares in Q2 2026, an estimated $2.12K.
  • Root Financial Partners first reported a position in CVR Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CVR Energy position peaked at $2.12K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

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