CVR ENERGY INC (CVI) — Institutional Holders, Q2 2026 (page 3)
225 institutional investment managers reported a CVI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 225. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CVI 13F holders ranked 201–225 of 225
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Cypress Capital Management (WY)#201 · 20 sh | 20 | $551.00 | <0.01% | 0.0% |
| 202 | CoreCap Advisors#202 · 20 sh | 20 | $551.00 | — | 0.0% |
| 203 | Rialto Wealth Management#203 · 20 sh | 20 | $551.00 | <0.01% | New |
| 204 | Fortitude Family Office#204 · 18 sh | 18 | $496.00 | — | New |
| 205 | JFS WEALTH ADVISORS#205 · 12 sh | 12 | $331.00 | 0.00% | +200.0% |
| 206 | Owl Creek Wealth Partners#206 · 10 sh | 10 | $276.00 | — | 0.0% |
| 207 | ROTHSCHILD INVESTMENT#207 · 10 sh | 10 | $275.00 | 0.00% | -87.7% |
| 208 | TD Capital Management#208 · 9 sh | 9 | $248.00 | 0.00% | 0.0% |
| 209 | ACTION POINT FINANCIAL PLANNING#209 · 10 sh | 10 | $248.00 | 0.00% | New |
| 210 | Plante Moran Financial Advisors#210 · 8 sh | 8 | $220.00 | 0.00% | New |
| 211 | Creative Capital Management Investments#211 · 8 sh | 8 | $220.00 | <0.01% | New |
| 212 | Essential Partners#212 · 7 sh | 7 | $193.00 | — | -97.7% |
| 213 | ASSETMARK#213 · 6 sh | 6 | $165.00 | — | 0.0% |
| 214 | GILPIN WEALTH MANAGEMENT#214 · 5 sh | 5 | $138.00 | — | 0.0% |
| 215 | SIGNATUREFD#215 · 3 sh | 3 | $83.00 | — | 0.0% |
| 216 | DiNuzzo Private Wealth#216 · 2 sh | 2 | $56.00 | — | 0.0% |
| 217 | Clearstead Advisors#217 · 2 sh | 2 | $56.00 | 0.00% | New |
| 218 | Davis Capital Management#218 · 2 sh | 2 | $55.00 | — | New |
| 219 | Ankerstar Wealth#219 · 2 sh | 2 | $55.00 | 0.00% | 0.0% |
| 220 | DecisionPoint Financial#220 · 1 sh | 1 | $29.00 | 0.00% | New |
| 221 | LRI Investments#221 · 1 sh | 1 | $28.00 | 0.00% | New |
| 222 | Wealth Enhancement Services#222 · 1 sh | 1 | $28.00 | — | New |
| 223 | HFM Investment Advisors#223 · 1 sh | 1 | $28.00 | 0.00% | New |
| 224 | Evolution Advisers#224 · 3 sh | 3 | $0.00 | 0.00% | New |
| 225 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#225 · 34,032 sh | 34,032 | — | — | +1.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.