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Significant Wealth Partners’s CVR Energy CVI Stock Holding History

Significant Wealth 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
2025
Q4 		– Sell
-6,114
Closed -$223K – 78
2025
Q3 		$223K Buy
+6,114
New +$183K 0.11% 86
2024
Q2 		– Sell
-21,610
Closed -$771K – 88
2024
Q1 		$771K Buy
+21,610
New +$718K 0.51% 55

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Significant Wealth Partners's CVI Position: Q4 2025 in Review

Significant Wealth Partners sold out of CVR Energy (CVI) in Q4 2025, closing a stake of 6,114 shares — an estimated $223K sold.

Significant Wealth Partners first reported a position in CVI in Q1 2024 and held it in 2 quarters. The position peaked at $771K in Q1 2024. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2025.

  • Significant Wealth Partners reported no remaining CVR Energy position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 6,114 CVR Energy shares in Q4 2025, an estimated $223K.
  • Significant Wealth Partners first reported a position in CVR Energy in Q1 2024 and held it in 2 quarters.
  • Significant Wealth Partners's CVR Energy position peaked at $771K in Q1 2024.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.