Waverly Advisors’s Cenovus Energy CVE Stock Holding History

Waverly Advisors’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Sell	9,474 -126	-1%	-$3.48K	﹤0.01%	1553
2026 Q1	$255K	Buy	+9,600	New	+$205K	﹤0.01%	1386
2018 Q1	–	Sell	-150	Closed	-$1K	–	227
2017 Q4	$1K	Buy	+150	New	+$1.46K	﹤0.01%	393
2014 Q4	–	Sell	-51	Closed	-$1K	–	482
2014 Q3	$1K	Hold	51	–	–	﹤0.01%	745
2014 Q2	$2K	Hold	51	–	–	﹤0.01%	692
2014 Q1	$1K	Sell	51 -3,700	-99%	-$98.8K	﹤0.01%	678
2013 Q4	$107K	Buy	3,751 +51	+1%	+$1.49K	0.04%	217
2013 Q3	$110K	Buy	+3,700	New	+$109K	0.06%	143

Other funds holding CVE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waverly Advisors's CVE Position: Q2 2026 in Review

Waverly Advisors reduced its Cenovus Energy (CVE) stake by 1.3% in Q2 2026, selling an estimated $3.48K and leaving 9,474 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Waverly Advisors first reported a position in CVE in Q3 2013 and has held it in 8 quarters since. The position peaked at $255K in Q1 2026. 488 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

Waverly Advisors held 9,474 shares of Cenovus Energy worth $235K as of Q2 2026.
Waverly Advisors sold 126 Cenovus Energy shares in Q2 2026, an estimated $3.48K.
Cenovus Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1553 holding.
Waverly Advisors first reported a position in Cenovus Energy in Q3 2013 and has held it in 8 quarters since.
Waverly Advisors's Cenovus Energy position peaked at $255K in Q1 2026.
488 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.