Position in CVI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,287
-$1,173 QoQ
Shares Held
192
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#175
of 221 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in CVI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $82,569 across 5 Oil & Gas Refining & Marketing names. CVI ranks #5 (6.4% of the industry book) .
All Filings in CVI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,287 | 192 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,460 | 192 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,884 | 192 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,004 | 192 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,155 | 192 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,724 | 192 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $824 | 44 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,968 | 346 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||