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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
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 $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's CVI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in CVR Energy (CVI) in Q1 2026: 128 shares worth $4.31K. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CVI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CVI in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.97K in Q2 2025. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 128 shares of CVR Energy worth $4.31K as of Q1 2026.
  • CVR Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • CVR Energy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1445 holding.
  • Twin Peaks Wealth Advisors first reported a position in CVR Energy in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's CVR Energy position peaked at $4.97K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.