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Wood Tarver Financial Group’s CVR Energy CVI Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-167
Closed -$4K – 263
2025
Q2 		$4K Hold
167
– – ﹤0.01% 475
2025
Q1 		$3.24K Hold
167
– – ﹤0.01% 493
2024
Q4 		$3K Buy
+167
New +$3.38K ﹤0.01% 481

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wood Tarver Financial Group's CVI Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of CVR Energy (CVI) in Q3 2025, closing a stake of 167 shares — an estimated $4K sold.

Wood Tarver Financial Group first reported a position in CVI in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q2 2025. 226 funds tracked by Wall St. Rank hold CVI as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining CVR Energy position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 167 CVR Energy shares in Q3 2025, an estimated $4K.
  • Wood Tarver Financial Group first reported a position in CVR Energy in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's CVR Energy position peaked at $4K in Q2 2025.
  • 226 funds tracked by Wall St. Rank held CVR Energy as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.