NFJ INVESTMENT GROUP, LLC

Position in CVI — Cvr Energy Inc

CIK 1862664 DALLAS, TX

Position in CVI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,197,829

-$1,838,891 QoQ

Shares Held

79,805

-33.5% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#56

of 221 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 8% Shared 92% None 0%

Energy · as of Jun 30, 2026

NFJ INVESTMENT GROUP, LLC holds $177,930,355 across 5 Oil & Gas Refining & Marketing names. CVI ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DINO	HF Sinclair Corp	1,398,736	$97,421,962
2	MPC	Marathon Petroleum Corp	168,617	$43,110,308
3	PSX	Phillips 66	189,084	$31,964,650
4	PBF	PBF Energy Inc.	71,081	$3,235,606
5	CVI	Cvr Energy Inc This page	79,805	$2,197,829

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,197,829	79,805	-33.5%	Shares	Other	2026-08-11
2026-03-31	$4,036,720	119,962	—	Shares	Other	2026-05-13
No filing history on record for this holder in this stock.