Position in CVI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$10,936
+$5,747 QoQ
Shares Held
325
+59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026UMB Bank, n.a. holds $12,000,686 across 10 Oil & Gas Refining & Marketing names. CVI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
28,591 | $5,208,707 | |
| 2 | MPC |
Marathon Petroleum Corp
|
15,939 | $3,891,984 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
10,652 | $2,631,895 | |
| 4 | DINO |
HF Sinclair Corp
|
1,767 | $110,243 | |
| 5 | PBF |
PBF Energy Inc.
|
2,033 | $96,811 | |
| 6 | IEP |
Icahn Enterprises L.P.
|
3,139 | $23,699 | |
| 7 | CAPL |
CrossAmerica Partners LP
|
800 | $16,624 | |
| 8 | CVI |
Cvr Energy Inc
This page
|
325 | $10,936 |
All Filings in CVI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,936 | 325 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,189 | 204 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,229 | 253 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,047 | 188 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,559 | 235 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,368 | 73 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,418 | 105 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $963 | 36 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $570 | 16 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||