Wealth Enhancement Advisory Services
CVI icon

Wealth Enhancement Advisory Services’s CVR Energy CVI Stock Holding History

Wealth Enhancement Advisory Services’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
-12,420
Closed -$393K – 4159
2026
Q1 		$393K Buy
12,420
+2,790
+29% +$71.7K ﹤0.01% 2522
2025
Q4 		$237K Buy
9,630
+177
+2% +$6.03K ﹤0.01% 3131
2025
Q3 		$344K Buy
9,453
+210
+2% +$6.29K ﹤0.01% 2662
2025
Q2 		$276K Buy
+9,243
New +$203K ﹤0.01% 2713

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

Wealth Enhancement Advisory Services's CVI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of CVR Energy (CVI) in Q2 2026, closing a stake of 12,420 shares — an estimated $393K sold.

Wealth Enhancement Advisory Services first reported a position in CVI in Q2 2025 and held it in 4 quarters. The position peaked at $393K in Q1 2026. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining CVR Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,420 CVR Energy shares in Q2 2026, an estimated $393K.
  • Wealth Enhancement Advisory Services first reported a position in CVR Energy in Q2 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's CVR Energy position peaked at $393K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.