Position in CVE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$645,258
-$47,387 QoQ
Shares Held
26,008
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#278
of 485 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Keystone Wealth Services, LLC holds $14,110,935 across 4 Oil & Gas Integrated names. CVE ranks #3 (4.6% of the industry book) .
All Filings in CVE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,258 | 26,008 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $692,645 | 26,108 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $413,152 | 24,418 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $411,463 | 24,218 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $329,364 | 24,218 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $214,325 | 15,408 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $181,497 | 11,980 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $200,425 | 11,980 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $235,526 | 11,980 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||