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Twin Peaks Wealth Advisors’s CVR Energy CVI Stock Holding History

Twin Peaks Wealth Advisors’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
-128
Closed -$4.31K – 690
2026
Q1 		$4.31K Buy
+128
New +$3.29K ﹤0.01% 1445
2025
Q3 		– Sell
-191
Closed -$4.97K – 614
2025
Q2 		$4.97K Buy
+191
New +$4.2K ﹤0.01% 1312

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $123B AUM 45.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's CVI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CVR Energy (CVI) in Q2 2026, closing a stake of 128 shares — an estimated $4.31K sold.

Twin Peaks Wealth Advisors first reported a position in CVI in Q2 2025 and held it in 2 quarters. The position peaked at $4.97K in Q2 2025. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CVR Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 128 CVR Energy shares in Q2 2026, an estimated $4.31K.
  • Twin Peaks Wealth Advisors first reported a position in CVR Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's CVR Energy position peaked at $4.97K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.