Position in CVI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,248,078
+$206,567 QoQ
Shares Held
37,090
-4.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $31,160,187 across 5 Oil & Gas Refining & Marketing names.
All Filings in CVI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,248,078 | 37,090 | Shares | Sole | 2026-05-05 | |
| 2025-06-30 | $1,041,511 | 38,790 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $791,326 | 40,790 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $736,294 | 39,290 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||