Position in CVI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,262
-$5,282 QoQ
Shares Held
881
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 221 holders
Holding Since
Jun 2024
9 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, 2026Larson Financial Group LLC holds $4,558,708 across 9 Oil & Gas Refining & Marketing names. CVI ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
7,142 | $1,860,062 | |
| 2 | MPC |
Marathon Petroleum Corp
|
4,029 | $1,030,094 | |
| 3 | PSX |
Phillips 66
|
5,060 | $855,393 | |
| 4 | SUN |
Sunoco LP
|
11,178 | $754,515 | |
| 5 | CVI |
Cvr Energy Inc
This page
|
881 | $24,262 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
254 | $14,244 | |
| 7 | DINO |
HF Sinclair Corp
|
133 | $9,263 | |
| 8 | PBF |
PBF Energy Inc.
|
182 | $8,284 |
All Filings in CVI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,262 | 881 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,544 | 878 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,336 | 878 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,029 | 878 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,514 | 913 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,334 | 842 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $30,302 | 1,617 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $71,830 | 3,119 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,270 | 421 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||