UB
CVI icon

UMB Bank’s CVR Energy CVI Stock Holding History

UMB Bank’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 		$10.9K Buy
325
+121
+59% +$3.11K ﹤0.01% 1821
2025
Q4 		$5.19K Sell
204
-49
-19% -$1.67K ﹤0.01% 2009
2025
Q3 		$9.23K Buy
253
+65
+35% +$1.95K ﹤0.01% 1703
2025
Q2 		$5.05K Sell
188
-47
-20% -$1.03K ﹤0.01% 1817
2025
Q1 		$4.56K Buy
235
+162
+222% +$3.17K ﹤0.01% 1787
2024
Q4 		$1.37K Sell
73
-32
-30% -$647 ﹤0.01% 1982
2024
Q3 		$2.42K Buy
105
+69
+192% +$1.71K ﹤0.01% 1940
2024
Q2 		$964 Buy
36
+20
+125% +$608 ﹤0.01% 1980
2024
Q1 		$571 Buy
+16
New +$531 ﹤0.01% 1944

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $86.6B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B 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