RIL
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Rothschild Investment LLC’s CVR Energy CVI Stock Holding History

Rothschild Investment LLC’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 		$2.73K Buy
81
+16
+25% +$411 ﹤0.01% 2397
2025
Q4 		$1.65K Hold
65
– – ﹤0.01% 2465
2025
Q3 		$2.37K Sell
65
-3,065
-98% -$91.8K ﹤0.01% 2120
2025
Q2 		$84K Sell
3,130
-2,005
-39% -$44.1K 0.01% 679
2025
Q1 		$99.6K Buy
5,135
+60
+1% +$1.17K 0.01% 631
2024
Q4 		$95.1K Sell
5,075
-25
-0.5% -$505 0.01% 651
2024
Q3 		$117K Sell
5,100
-14,710
-74% -$364K 0.01% 615
2024
Q2 		$530K Buy
19,810
+19,805
+396,100% +$602K 0.04% 320
2024
Q1 		$178 Sell
5
-15,795
-100% -$525K ﹤0.01% 1803
2023
Q4 		$479K Buy
+15,800
New +$499K 0.04% 280

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