IHT Wealth Management, LLC

Position in CVI — Cvr Energy Inc

CIK 1697490 Chicago, IL

Position in CVI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$390,138

+$123,833 QoQ

Shares Held

11,594

+10.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IHT Wealth Management, LLC holds $8,240,207 across 5 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	16,201	$2,738,779
2	MPC	Marathon Petroleum Corp	8,776	$2,243,759
3	VLO	Valero Energy Corp/Tx	6,383	$1,662,388
4	SUN	Sunoco LP	20,271	$1,368,292
5	DINO	HF Sinclair Corp	3,259	$226,989

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$390,138	11,594	+10.8%	Shares	Sole	2026-05-15
2025-12-31	$266,305	10,468	-6.1%	Shares	Sole	2026-02-17
2025-09-30	$406,496	11,143	+6.3%	Shares	Sole	2025-11-14
2025-06-30	$281,441	10,482	-0.2%	Shares	Sole	2025-08-14
2025-03-31	$203,661	10,498	+3.2%	Shares	Sole	2025-05-15
2024-12-31	$190,698	10,176	+14.3%	Shares	Sole	2025-02-14
2024-09-30	$204,990	8,901	+6.2%	Shares	Sole	2024-11-14
2024-06-30	$224,359	8,381	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$297,404	8,340	+6.2%	Shares	Sole	2024-05-15
2023-12-31	$237,976	7,854	+2.5%	Shares	Sole	2024-02-14
2023-09-30	$260,669	7,660	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.