Sound Income Strategies’s CVR Energy CVI Stock Holding History

Sound Income Strategies’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	–	Sell	-4	Closed	-$126	–	900
2026 Q1	$126	Sell	4 -217	-98%	-$5.58K	﹤0.01%	2497
2025 Q4	$5.15K	Hold	221	–	–	﹤0.01%	1791
2025 Q3	$7.94K	Hold	221	–	–	﹤0.01%	1065
2025 Q2	$5.93K	Buy	+221	New	+$4.86K	﹤0.01%	1047
2024 Q3	–	Sell	-60	Closed	-$1.61K	–	1426
2024 Q2	$1.61K	Hold	60	–	–	﹤0.01%	1131
2024 Q1	$2.14K	Hold	60	–	–	﹤0.01%	1046
2023 Q4	$1.82K	Buy	+60	New	+$1.9K	﹤0.01%	1076

Other funds holding CVI

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Sound Income Strategies's CVI Position: Q2 2026 in Review

Sound Income Strategies sold out of CVR Energy (CVI) in Q2 2026, closing a stake of 4 shares — an estimated $126 sold.

Sound Income Strategies first reported a position in CVI in Q4 2023 and held it in 7 quarters. The position peaked at $7.94K in Q3 2025. 44 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

Sound Income Strategies reported no remaining CVR Energy position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 4 CVR Energy shares in Q2 2026, an estimated $126.
Sound Income Strategies first reported a position in CVR Energy in Q4 2023 and held it in 7 quarters.
Sound Income Strategies's CVR Energy position peaked at $7.94K in Q3 2025.
44 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.