Position in CVE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$985,353
-$107,895 QoQ
Shares Held
39,716
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#254
of 485 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WCG Wealth Advisors LLC holds $19,727,811 across 5 Oil & Gas Integrated names. CVE ranks #4 (5.0% of the industry book) .
All Filings in CVE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,353 | 39,716 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,093,248 | 41,208 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $697,239 | 41,208 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||