VIA
CVI icon

Virtus Investment Advisers’s CVR Energy CVI Stock Holding History

Virtus Investment Advisers’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
2025
Q4 		– Sell
-4,881
Closed -$178K – 487
2025
Q3 		$178K Sell
4,881
-1,355
-22% -$40.6K 0.05% 284
2025
Q2 		$167K Sell
6,236
-2,087
-25% -$45.9K 0.06% 293
2025
Q1 		$161K Buy
+8,323
New +$163K 0.04% 304

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtus Investment Advisers's CVI Position: Q4 2025 in Review

Virtus Investment Advisers sold out of CVR Energy (CVI) in Q4 2025, closing a stake of 4,881 shares — an estimated $178K sold.

Virtus Investment Advisers first reported a position in CVI in Q1 2025 and held it in 3 quarters. The position peaked at $178K in Q3 2025. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2025.

  • Virtus Investment Advisers reported no remaining CVR Energy position as of Q4 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,881 CVR Energy shares in Q4 2025, an estimated $178K.
  • Virtus Investment Advisers first reported a position in CVR Energy in Q1 2025 and held it in 3 quarters.
  • Virtus Investment Advisers's CVR Energy position peaked at $178K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.