Position in CVI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$450,910
+$100,169 QoQ
Shares Held
13,400
-2.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Common Shares in CVI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $110,607,848 across 10 Oil & Gas Refining & Marketing names. CVI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
210,092 | $38,274,560 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
142,449 | $35,196,298 | |
| 3 | MPC |
Marathon Petroleum Corp
|
127,851 | $31,218,657 | |
| 4 | SUN |
Sunoco LP
|
31,651 | $2,056,365 | |
| 5 | DINO |
HF Sinclair Corp
|
28,152 | $1,756,403 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
13,015 | $815,259 | |
| 7 | SGU |
Star Group, L.P.
|
43,941 | $539,595 | |
| 8 | CVI |
Cvr Energy Inc
This page
|
13,400 | $450,910 |
All Filings in CVI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,910 | 13,400 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $350,741 | 13,787 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $546,506 | 14,981 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $387,418 | 14,429 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $283,104 | 14,593 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $272,217 | 14,526 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $353,372 | 15,344 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $447,166 | 16,704 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $291,235 | 8,167 | Shares | Sole | 2024-04-29 | |
| 2023-03-31 | $449,807 | 13,722 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $246,526 | 7,359 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||