Position in CVI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$134
-$5,488 QoQ
Shares Held
4
-98.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CVI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Sound Income Strategies, LLC holds $25,544,450 across 8 Oil & Gas Refining & Marketing names. CVI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DINO |
HF Sinclair Corp
|
220,359 | $13,748,198 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
44,354 | $10,958,986 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,017 | $492,511 | |
| 4 | PSX |
Phillips 66
|
1,525 | $277,824 | |
| 5 | PBF |
PBF Energy Inc.
|
1,235 | $58,810 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
116 | $7,266 | |
| 7 | DK |
Delek US Holdings, Inc.
|
16 | $721 | |
| 8 | CVI |
Cvr Energy Inc
This page
|
4 | $134 |
All Filings in CVI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134 | 4 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,622 | 221 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,062 | 221 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,933 | 221 | Shares | Sole | 2025-07-17 | |
| 2024-06-30 | $1,606 | 60 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,139 | 60 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,818 | 60 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||