Public record / Tickers / CVI

CVI — CVR ENERGY INC

Both disclosure regimes on one name: who in Congress filed about CVI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
16
all PTR rows naming CVI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-02
filed 2020-12-02
13F holders
218
top-218 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $50.0K–$100K

Sale · traded 2018-12-14 → filed 2019-01-07. Ranked over every CVI row by the provable lower bound, never a point estimate.

No member disclosed CVI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated CVI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CVI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CVI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-12-02Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 11-10 +22d$15K–$50K
2020-05-04Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 04-13 +21d$1K–$15K
2020-04-01Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 03-10 +22d$1K–$15K
2020-03-03Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 02-07 +25d$1K–$15K
2020-02-03Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 01-03 +31d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 16 ↗

Members active in CVI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed CVI in the trailing 12 months.

Congress ↔ notable managers · CVI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Icahn Capital $2.4B held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CVR ENERGY INC

Merged timeline of congressional filings and notable-manager moves on CVI
DateWhoChangeSize
2026-05-15Icahn Capital 13Fadd+783,404 sh
2026-05-15Tudor Investment Corp 13Ftrim−96,276 sh
2026-05-15Gotham Asset Management 13Fexit−17,139 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CVI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ICAHN CARL C$2.4B1
2BlackRock, Inc.$161M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$73.6M1
4STATE STREET CORP$65.3M1
5DIMENSIONAL FUND ADVISORS LP$64.2M1
6VANGUARD CAPITAL MANAGEMENT LLC$45.3M1
7Allianz Asset Management GmbH$33.4M1
8CastleKnight Management LP$31.9M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$27.3M1
10MORGAN STANLEY$25.9M1
11GEODE CAPITAL MANAGEMENT, LLC$24.6M1
12FMR LLC$22.9M1
13Invesco Ltd.$21.3M1
14CITADEL ADVISORS LLC$19.3M1
15BANK OF AMERICA CORP /DE/$18.9M1
16TWO SIGMA INVESTMENTS, LP$17.1M1
17Point72 Asset Management, L.P.$16.0M1
18CITIGROUP INC$15.9M1
19TUDOR INVESTMENT CORP ET AL$14.4M1
20PDT Partners, LLC$12.3M1
21DEUTSCHE BANK AG\$12.3M1
22UBS Group AG$11.9M1
23NORTHERN TRUST CORP$11.0M1
24HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$10.7M1
25JACOBS LEVY EQUITY MANAGEMENT, INC$9.8M1
26RENAISSANCE TECHNOLOGIES LLC$9.5M1
27MILLENNIUM MANAGEMENT LLC$8.9M1
28FIRST TRUST ADVISORS LP$8.9M1
29Qube Research & Technologies Ltd$8.2M1
30D. E. Shaw & Co., Inc.$7.6M1
31VANGUARD FIDUCIARY TRUST CO$7.1M1
32Soviero Asset Management, LP$6.3M1
33Bank of New York Mellon Corp$6.2M1
34ICON ADVISERS INC/CO$5.8M1
35PUBLIC SECTOR PENSION INVESTMENT BOARD$5.4M1
36Nuveen, LLC$5.1M1
37PRINCIPAL FINANCIAL GROUP INC$5.0M1
38BALYASNY ASSET MANAGEMENT L.P.$4.7M1
39WELLINGTON MANAGEMENT GROUP LLP$4.7M1
40NFJ INVESTMENT GROUP, LLC$4.0M1
41AQR CAPITAL MANAGEMENT LLC$4.0M1
42Squarepoint Ops LLC$3.8M1
43FEDERATED HERMES, INC.$3.6M1
44HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.6M1
45Verition Fund Management LLC$3.1M1
46WOLVERINE ASSET MANAGEMENT LLC$3.1M1
47GROUP ONE TRADING LLC$3.1M1
48ExodusPoint Capital Management, LP$3.1M1
49CONGRESS ASSET MANAGEMENT CO$3.1M1
50AMERICAN CENTURY COMPANIES INC$2.9M1
51AMERIPRISE FINANCIAL INC$2.7M1
52Numerai GP LLC$2.5M1
53Legal & General Group Plc$2.5M1
54Swiss National Bank$2.3M1
55Neo Ivy Capital Management$2.3M1
56Voleon Capital Management LP$2.2M1
57Magnetar Financial LLC$2.2M1
58Rafferty Asset Management, LLC$2.1M1
59Quantbot Technologies LP$2.0M1
60Holocene Advisors, LP$1.7M1
61UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.7M1
62NOMURA HOLDINGS INC$1.7M1
63Vident Advisory, LLC$1.5M1
64Fieldview Capital Management, LLC$1.5M1
65CANADA PENSION PLAN INVESTMENT BOARD$1.4M1
66LPL Financial LLC$1.3M1
67Susquehanna Portfolio Strategies, LLC$1.3M1
68D.A. DAVIDSON & CO.$1.2M1
69SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
70Quadrature Capital Ltd$1.2M1
71WINTON GROUP Ltd$1.2M1
72Advisors Asset Management, Inc.$1.1M1
73ALLIANCEBERNSTEIN L.P.$1.1M1
74ION Fund Management Ltd$1.1M1
75Tidal Investments LLC$1.1M1
76PRUDENTIAL FINANCIAL INC$1.1M1
77VANGUARD ASSET MANAGEMENT, Ltd$939K1
78Brevan Howard Capital Management LP$933K1
79Man Group plc$865K1
80SEI INVESTMENTS CO$806K1
81FRANKLIN RESOURCES INC$735K1
82AXQ CAPITAL, LP$730K1
83Empowered Funds, LLC$712K1
84Amundi$686K1
85OSAIC HOLDINGS, INC.$681K1
86Schonfeld Strategic Advisors LLC$635K1
87SIG BROKERAGE, LP$600K1
88MetLife Investment Management, LLC$589K1
89Walleye Capital LLC$581K1
90Counterpoint Mutual Funds LLC$556K1
91Camelot Portfolios, LLC$535K1
92Zurcher Kantonalbank (Zurich Cantonalbank)$531K1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$530K1
94XTX Topco Ltd$519K1
95WELLS FARGO & COMPANY/MN$513K1
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$488K1
97BARCLAYS PLC$474K1
98MIRABELLA FINANCIAL SERVICES LLP$457K1
99NewEdge Advisors, LLC$456K1
100COMMONWEALTH EQUITY SERVICES, LLC$451K1
101Janus Henderson Group Ltd.$443K1
102Illinois Municipal Retirement Fund$439K1
103JANE STREET GROUP, LLC$408K1
104Vanguard Global Advisers, LLC$403K1
105WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$393K1
106IHT Wealth Management, LLC$390K1
107KLP KAPITALFORVALTNING AS$370K1
108NEW YORK STATE COMMON RETIREMENT FUND$362K1
109Quantinno Capital Management LP$356K1
110RBF Capital, LLC$337K1
111Arizona State Retirement System$325K1
112Vanguard Investments Australia, Ltd.$313K1
113ROYCE & ASSOCIATES LP$308K1
114Walleye Trading LLC$280K1
115BANK OF MONTREAL /CAN/$274K1
116Creative Planning$270K1
117INTECH INVESTMENT MANAGEMENT LLC$262K1
118CWM, LLC$259K1
119COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$251K1
120FIFTH THIRD BANCORP$237K1
121OREGON PUBLIC EMPLOYEES RETIREMENT FUND$232K1
122QUADRANT CAPITAL GROUP LLC$225K1
123ROYAL BANK OF CANADA$201K1
124NISA INVESTMENT ADVISORS, LLC$187K1
125Tower Research Capital LLC (TRC)$154K1
126Caitong International Asset Management Co., Ltd$151K1
127Freestone Grove Partners LP$127K1
128Ameritas Investment Partners, Inc.$87.0K1
129Quarry LP$83.0K1
130Pinnacle Wealth Planning Services, Inc.$78.4K1
131PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$58.3K1
132NOMURA ASSET MANAGEMENT CO LTD$43.7K1
133BNP Paribas Asset Management Holding S.A.$30.2K1
134Larson Financial Group LLC$29.6K1
135ROGCO, LP$28.6K1
136SBI Securities Co., Ltd.$17.7K1
137TD Waterhouse Canada Inc.$12.0K1
138Salomon & Ludwin, LLC$11.8K1
139UMB Bank, n.a.$10.9K1
140True Wealth Design, LLC$9.5K1
141CNB Bank$8.4K1
142Sterling Capital Management LLC$6.8K1
143Allworth Financial LP$6.5K1
144Financial Network Wealth Advisors LLC$6.5K1
145Parkside Financial Bank & Trust$5.9K1
146Private Wealth Management Group, LLC$4.7K1
147Smartleaf Asset Management LLC$3.3K1
148US BANCORP \DE\$2.8K1
149Marquette Asset Management, LLC$2.5K1
150TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.9K1
151MAI Capital Management$1.9K1
152Arax Advisory Partners$1.8K1
153Keating Financial Advisory Services, Inc.$1.8K1
154Rockefeller Capital Management L.P.$1.2K1
155CANADA LIFE ASSURANCE Co$1.0K1
156Federation des caisses Desjardins du Quebec$1.0K1
157THRIVENT FINANCIAL FOR LUTHERANS$6771
158FARMERS & MERCHANTS INVESTMENTS INC$6731
159Cypress Capital Management LLC (WY)$6731
160State of Alaska, Department of Revenue$5031
161NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3931
162Owl Creek Wealth Partners LLC$3371
163TD Capital Management LLC$3031
164AMALGAMATED BANK$2931
165ASSETMARK, INC$2021
166PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1701
167GILPIN WEALTH MANAGEMENT, LLC$1691
168JFS WEALTH ADVISORS, LLC$1351
169SIGNATUREFD, LLC$1011
170DiNuzzo Private Wealth, Inc.$681
171Annis Gardner Whiting Capital Advisors, LLC$681
172Ankerstar Wealth, LLC$671
173HARBOR CAPITAL ADVISORS, INC.$511
174Capital Advisors, Ltd. LLC$21
175Jefferies Financial Group Inc.$01
176VANGUARD GROUP INC$01
177HARBOUR INVESTMENTS, INC.$01
178STATE OF WISCONSIN INVESTMENT BOARD$01
179VAN ECK ASSOCIATES CORP$01
180HSBC HOLDINGS PLC$01
181COMERICA BANK$01
182VICTORY CAPITAL MANAGEMENT INC$01
183HUSSMAN STRATEGIC ADVISORS, INC.$01
184ALGERT GLOBAL LLC$01
185GUGGENHEIM CAPITAL LLC$01
186CIBC Private Wealth Group LLC$01
187Weiss Asset Management LP$01
188GSA CAPITAL PARTNERS LLP$01
189CONTRAVISORY INVESTMENT MANAGEMENT, INC.$01
190OXFORD ASSET MANAGEMENT LLP$01
191SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
192EXCHANGE TRADED CONCEPTS, LLC$01
193Mitsubishi UFJ Trust & Banking Corp$01
194TWO SIGMA ADVISERS, LP$01
195Daiwa Securities Group Inc.$01
196SIMPLEX TRADING, LLC$01
197Gotham Asset Management, LLC$01
198Edgestream Partners, L.P.$01
199VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
200FINANCIAL CONSULATE, INC$01
201Trexquant Investment LP$01
202DV Trading LLC$01
203Steward Partners Investment Advisory, LLC$01
204Shay Capital LLC$01
205Bridgefront Capital, LLC$01
206MQS Management LLC$01
207THOMIST CAPITAL MANAGEMENT, LP$01
208TWINBEECH CAPITAL LP$01
209Y-Intercept (Hong Kong) Ltd$01
210Matrix Trust Co$01
211State of Wyoming$01
212AlphaQuest LLC$01
213Dunhill Financial, LLC$01
214Jain Global LLC$01
215Aster Capital Management (DIFC) Ltd$01
216Bayforest Capital Ltd$01
217Kennondale Capital Management LLC$01
218VARCOV Co.$01
Truncated by Public Filings. The published aggregate ranks the top 218 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CVI

RETAINED WINDOW · ACTIVE HITS

Zero hits on CVI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CVI · financials and macro

Financials — as filed PLANNED

CVI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CVI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing