Position in CVE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,890,116
-$200,416 QoQ
Shares Held
116,490
-0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#177
of 485 holders
Holding Since
Mar 2024
10 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, 2026Lodestone Wealth Management LLC holds $4,662,679 across 4 Oil & Gas Integrated names. CVE ranks #1 (62.0% of the industry book) .
All Filings in CVE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,890,116 | 116,490 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,090,532 | 116,492 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,987,591 | 117,470 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,893,399 | 111,442 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,498,420 | 110,178 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $835,948 | 60,097 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $1,057,409 | 69,796 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,353,222 | 80,886 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $1,147,003 | 58,342 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $580,168 | 29,023 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||