Salomon & Ludwin
CVI icon

Salomon & Ludwin’s CVR Energy CVI Stock Holding History

Salomon & Ludwin’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
Q3 		$18.2K Hold
357
– – ﹤0.01% 1007
2026
Q2 		$10.2K Sell
357
-17
-5% -$540 ﹤0.01% 1573
2026
Q1 		$11.8K Buy
374
+182
+95% +$4.68K ﹤0.01% 1435
2025
Q4 		$4.95K Sell
192
-13
-6% -$443 ﹤0.01% 1782
2025
Q3 		$7.57K Buy
+205
New +$6.14K ﹤0.01% 1502

Other funds holding CVI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Salomon & Ludwin's CVI Position: Q3 2026 in Review

Salomon & Ludwin held its CVR Energy (CVI) position steady in Q3 2026 at 357 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Salomon & Ludwin first reported a position in CVI in Q3 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold CVI as of Q3 2026.

  • Salomon & Ludwin held 357 shares of CVR Energy worth $18.2K as of Q3 2026.
  • Salomon & Ludwin left its CVR Energy share count unchanged in Q3 2026.
  • CVR Energy made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1007 holding.
  • Salomon & Ludwin first reported a position in CVR Energy in Q3 2025 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held CVR Energy as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.