Position in CVE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$205,997
-$55,960 QoQ
Shares Held
8,303
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#370
of 485 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $48,598,309 across 6 Oil & Gas Integrated names. CVE ranks #5 (0.4% of the industry book) .
All Filings in CVE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,997 | 8,303 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $261,957 | 9,874 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $189,673 | 11,210 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $190,457 | 11,210 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||