Position in CVI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$59,073
-$19,365 QoQ
Shares Held
2,145
-8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 221 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $1,719,657 across 9 Oil & Gas Refining & Marketing names. CVI ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
4,652 | $786,420 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,272 | $325,212 | |
| 3 | PARR |
Par Pacific Holdings, Inc.
|
4,062 | $227,796 | |
| 4 | VLO |
Valero Energy Corp/Tx
|
518 | $134,907 | |
| 5 | DINO |
HF Sinclair Corp
|
1,789 | $124,603 | |
| 6 | CVI |
Cvr Energy Inc
This page
|
2,145 | $59,073 | |
| 7 | WKC |
World Kinect Corp
|
826 | $27,208 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
3,732 | $18,734 |
All Filings in CVI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,073 | 2,145 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $78,438 | 2,331 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,880 | 978 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $2,384 | 160 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||