Smartleaf Asset Management’s CVR Energy CVI Stock Holding History

Smartleaf Asset Management’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	$3.32K	Sell	95 -91	-49%	-$2.34K	﹤0.01%	2808
2025 Q4	$4.71K	Buy	186 +171	+1,140%	+$5.82K	﹤0.01%	2726
2025 Q3	$552	Hold	15	–	–	﹤0.01%	2838
2025 Q2	$407	Buy	+15	New	+$330	﹤0.01%	2609
2025 Q1	–	Sell	-317	Closed	-$5.88K	–	2895
2024 Q4	$5.88K	Sell	317 -59	-16%	-$1.19K	﹤0.01%	2191
2024 Q3	$8.7K	Buy	376 +11	+3%	+$272	﹤0.01%	1843
2024 Q2	$9.73K	Buy	365 +34	+10%	+$1.03K	﹤0.01%	1429
2024 Q1	$11.5K	Buy	331 +14	+4%	+$465	﹤0.01%	981
2023 Q4	$9.68K	Buy	+317	New	+$10K	﹤0.01%	773

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return