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Creative Planning CVI Position History
CVR Energy, Inc. • Energy
Quarters held
7
Latest value
$827K
Q3 2026
Peak value
$827K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $234K |
| Q3 2025 | $11K |
| Q1 2026 | $270K |
| Q2 2026 | $9K |
| Q2 2026 | $322K |
| Q3 2026 | $18K |
| Q3 2026 | $827K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $827K | 16.2K | — | — |
| Q3 2026 | $18K | 358 | — | — |
| Q2 2026 | $322K | 11.7K | — | — |
| Q2 2026 | $9K | 331 | — | — |
| Q1 2026 | $270K | 8.0K | — | — |
| Q3 2025 | $11K | 294 | — | — |
| Q3 2025 | $234K | 6.4K | — | — |
Other funds holding CVI
$2.3B
$2.3B
$2.3B
$2.1B
$1.9B
$1.9B
$1.8B
$1.7B