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Steward Partners Investment Advisory’s CVR Energy CVI Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-46
Closed -$1.17K – 4462
2025
Q4 		$1.17K Hold
46
– – ﹤0.01% 4067
2025
Q3 		$1.68K Hold
46
– – ﹤0.01% 3967
2025
Q2 		$1.24K Buy
+46
New +$1.01K ﹤0.01% 3826
2024
Q2 		– Sell
-440
Closed -$15.7K – 3632
2024
Q1 		$15.7K Hold
440
– – ﹤0.01% 2628
2023
Q4 		$13.3K Hold
440
– – ﹤0.01% 2575
2023
Q3 		$15K Buy
+440
New +$15K ﹤0.01% 2437

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's CVI Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of CVR Energy (CVI) in Q1 2026, closing a stake of 46 shares — an estimated $1.17K sold.

Steward Partners Investment Advisory first reported a position in CVI in Q3 2023 and held it in 6 quarters. The position peaked at $15.7K in Q1 2024. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining CVR Energy position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 46 CVR Energy shares in Q1 2026, an estimated $1.17K.
  • Steward Partners Investment Advisory first reported a position in CVR Energy in Q3 2023 and held it in 6 quarters.
  • Steward Partners Investment Advisory's CVR Energy position peaked at $15.7K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.