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Summit Trail Advisors’s CNX Resources CNX Stock Holding History

Summit Trail Advisors’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,622
Closed -$213K – 1321
2025
Q3 		$213K Sell
6,622
-1,002
-13% -$30.7K ﹤0.01% 1281
2025
Q2 		$257K Sell
7,624
-523
-6% -$16.5K ﹤0.01% 979
2025
Q1 		$256K Hold
8,147
– – 0.01% 346
2024
Q4 		$299K Buy
8,147
+191
+2% +$7.03K 0.01% 294
2024
Q3 		$259K Buy
+7,956
New +$214K 0.01% 590
2018
Q1 		– Sell
-319
Closed -$5K – 687
2017
Q4 		$5K Buy
+319
New +$4.41K ﹤0.01% 1403

Other funds holding CNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Trail Advisors's CNX Position: Q4 2025 in Review

Summit Trail Advisors sold out of CNX Resources (CNX) in Q4 2025, closing a stake of 6,622 shares — an estimated $213K sold.

Summit Trail Advisors first reported a position in CNX in Q4 2017 and held it in 6 quarters. The position peaked at $299K in Q4 2024. 411 funds tracked by Wall St. Rank hold CNX as of Q4 2025.

  • Summit Trail Advisors reported no remaining CNX Resources position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 6,622 CNX Resources shares in Q4 2025, an estimated $213K.
  • Summit Trail Advisors first reported a position in CNX Resources in Q4 2017 and held it in 6 quarters.
  • Summit Trail Advisors's CNX Resources position peaked at $299K in Q4 2024.
  • 411 funds tracked by Wall St. Rank held CNX Resources as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.