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Schechter Investment Advisors’s Cenovus Energy CVE Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$253K Sell
18,164
-5,885
-24% -$84.8K 0.02% 511
2024
Q4 		$364K Sell
24,049
-12,927
-35% -$208K 0.03% 448
2024
Q3 		$619K Sell
36,976
-8,263
-18% -$153K 0.05% 354
2024
Q2 		$889K Sell
45,239
-145
-0.3% -$2.93K 0.07% 262
2024
Q1 		$907K Buy
45,384
+9,191
+25% +$157K 0.07% 264
2023
Q4 		$603K Sell
36,193
-3,157
-8% -$57.8K 0.05% 321
2023
Q3 		$819K Buy
39,350
+611
+2% +$11.7K 0.08% 252
2023
Q2 		$658K Buy
38,739
+4,277
+12% +$72.1K 0.06% 325
2023
Q1 		$602K Buy
34,462
+3,213
+10% +$59K 0.06% 371
2022
Q4 		$607K Buy
31,249
+2,259
+8% +$43.3K 0.06% 442
2022
Q3 		$446K Buy
28,990
+2,414
+9% +$42.9K 0.04% 550
2022
Q2 		$505K Buy
26,576
+2,610
+11% +$51.9K 0.05% 526
2022
Q1 		$400K Buy
23,966
+1,048
+5% +$15.9K 0.04% 601
2021
Q4 		$281K Buy
+22,918
New +$274K 0.03% 694

Other funds holding CVE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Schechter Investment Advisors's CVE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cenovus Energy (CVE) stake by 24% in Q1 2025, selling an estimated $84.8K and leaving 18,164 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #511.

Schechter Investment Advisors first reported a position in CVE in Q4 2021 and has held it in 14 quarters since. The position peaked at $907K in Q1 2024. 396 funds tracked by Wall St. Rank hold CVE as of Q1 2025.

  • Schechter Investment Advisors held 18,164 shares of Cenovus Energy worth $253K as of Q1 2025.
  • Schechter Investment Advisors sold 5,885 Cenovus Energy shares in Q1 2025, an estimated $84.8K.
  • Cenovus Energy made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #511 holding.
  • Schechter Investment Advisors first reported a position in Cenovus Energy in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Cenovus Energy position peaked at $907K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.