NewEdge Advisors, LLC

Position in CVI — Cvr Energy Inc

CIK 1633516 NEW ORLEANS, LA

Position in CVI

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$456,092

+$115,349 QoQ

Shares Held

13,554

+1.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0.11804633318577543.ToString("F0")% Shared 0.ToString("F0")% None 99.88195366681423.ToString("F0")%

Energy · as of Mar 31, 2026

NewEdge Advisors, LLC holds $181,541,216 across 13 Oil & Gas Refining & Marketing names. CVI ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	824,364	$150,182,633
2	MPC	Marathon Petroleum Corp	60,998	$14,894,491
3	VLO	Valero Energy Corp/Tx	59,298	$14,651,349
4	SUN	Sunoco LP	8,704	$565,498
5	CVI	Cvr Energy Inc This page	13,554	$456,092
6	DINO	HF Sinclair Corp	6,402	$399,420
7	DK	Delek US Holdings, Inc.	6,431	$289,845
8	CAPL	CrossAmerica Partners LP	2,100	$43,638

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$456,092	13,554	+1.2%	Shares	Sole	2026-06-03
2025-12-31	$340,743	13,394	+5.6%	Shares	Sole	2026-02-18
2025-09-30	$462,748	12,685	-4.4%	Shares	Sole	2025-11-17
2025-06-30	$356,084	13,262	-16.0%	Shares	Sole	2025-08-14
2025-03-31	$306,170	15,782	-11.1%	Shares	Sole	2025-05-15
2024-12-31	$332,578	17,747	+291.8%	Shares	Sole	2025-02-13
2024-09-30	$104,325	4,530	+22.4%	Shares	Sole	2024-11-14
2024-06-30	$99,075	3,701	-74.5%	Shares	Sole	2024-08-16
2024-03-31	$516,927	14,496	+327.9%	Shares	Sole	2024-05-14
2023-12-31	$102,656	3,388	+4.3%	Shares	Sole	2024-02-13
2023-09-30	$110,495	3,247	+11.0%	Shares	Sole	2023-11-14
2023-06-30	$87,633	2,925	-69.6%	Shares	Sole	2023-08-14
2023-03-31	$315,638	9,629	+2757.3%	Shares	Sole	2023-05-12
2022-12-31	$10,561	337	-98.1%	Shares	Sole	2023-02-14
2022-06-30	$597,774	17,844	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.