Summit Financial’s Cenovus Energy CVE Stock Holding History

Summit Financial’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Buy	95,720 +3,162	+3%	+$87.3K	0.03%	592
2026 Q1	$2.46M	Buy	92,558 +57	+0.1%	+$1.22K	0.03%	519
2025 Q4	$1.57M	Hold	92,501	–	–	0.02%	543
2025 Q3	$1.57M	Sell	92,501 -2	-0%	-$31	0.02%	530
2025 Q2	$1.26M	Buy	92,503 +2	+0%	+$26	0.03%	370
2025 Q1	$1.29M	Hold	92,501	–	–	0.04%	327
2024 Q4	$1.4M	Buy	+92,501	New	+$1.49M	0.05%	259

Other funds holding CVE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Financial's CVE Position: Q2 2026 in Review

Summit Financial increased its Cenovus Energy (CVE) stake by 3.4% in Q2 2026, buying an estimated $87.3K and bringing the position to 95,720 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #592.

Summit Financial first reported a position in CVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q1 2026. 488 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

Summit Financial held 95,720 shares of Cenovus Energy worth $2.37M as of Q2 2026.
Summit Financial bought 3,162 Cenovus Energy shares in Q2 2026, an estimated $87.3K.
Cenovus Energy made up 0.03% of Summit Financial's portfolio in Q2 2026, its #592 holding.
Summit Financial first reported a position in Cenovus Energy in Q4 2024 and has held it in 7 quarters since.
Summit Financial's Cenovus Energy position peaked at $2.46M in Q1 2026.
488 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.