Position in CVI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$247
-$55 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 221 holders
Holding Since
Dec 2025
3 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, 2026TD Capital Management LLC holds $655,871 across 5 Oil & Gas Refining & Marketing names. CVI ranks #5 (0.0% of the industry book) .
All Filings in CVI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247 | 9 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $302 | 9 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $228 | 9 | Shares | Sole | 2026-02-26 | |
| No filing history on record for this holder in this stock. | ||||||