Position in CVI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,919
+$2,885 QoQ
Shares Held
106
+10500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 221 holders
Holding Since
Mar 2023
3 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, 2026Global Retirement Partners, LLC holds $8,923,438 across 13 Oil & Gas Refining & Marketing names. CVI ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
12,769 | $3,264,650 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
10,780 | $2,807,543 | |
| 3 | PSX |
Phillips 66
|
12,029 | $2,033,502 | |
| 4 | DINO |
HF Sinclair Corp
|
5,125 | $356,956 | |
| 5 | SUN |
Sunoco LP
|
3,514 | $237,195 | |
| 6 | PBF |
PBF Energy Inc.
|
2,259 | $102,829 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
8,353 | $60,225 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
4,573 | $22,956 |
All Filings in CVI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,919 | 106 | Shares | Sole | 2026-08-06 | |
| 2023-09-30 | $34 | 1 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $590 | 18 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||