Back to CVI
Pinnacle Wealth Planning Services, Inc. → CVI
Pinnacle Wealth Planning Services, Inc. CVI Position History
CVR Energy, Inc. • Energy
Quarters held
4
Latest value
$102K
Q3 2026
Peak value
$102K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $25K |
| Q1 2026 | $78K |
| Q2 2026 | $59K |
| Q3 2026 | $102K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $102K | 2.0K | — | — |
| Q2 2026 | $59K | 2.1K | — | — |
| Q1 2026 | $78K | 2.3K | — | — |
| Q4 2025 | $25K | 978 | — | — |
Other funds holding CVI
$2.3B
$2.3B
$2.3B
$2.1B
$1.9B
$1.9B
$1.8B
$1.7B