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 Q2	$2.67K	Hold	95	–	–	﹤0.01%	2874
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 $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Smartleaf Asset Management's CVI Position: Q2 2026 in Review

Smartleaf Asset Management held its CVR Energy (CVI) position steady in Q2 2026 at 95 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Smartleaf Asset Management first reported a position in CVI in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.5K in Q1 2024. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

Smartleaf Asset Management held 95 shares of CVR Energy worth $2.67K as of Q2 2026.
Smartleaf Asset Management left its CVR Energy share count unchanged in Q2 2026.
CVR Energy made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2874 holding.
Smartleaf Asset Management first reported a position in CVR Energy in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's CVR Energy position peaked at $11.5K in Q1 2024.
223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.