Chuck Royce's CVI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 16,567 shares of CVR Energy, Inc. (CVI) worth $421,464, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in CVI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 37,130 shares. Largest reduction occurred in Q4 2025, reducing 33,372 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's CVR Energy (CVI) Holding Value Over Time
Track share changes against reported price movement
Quarterly CVR Energy (CVI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -33,372 | Reduce 66.83% | 16,567 | $25.44 |
| Q3 2025 | -19,280 | Reduce 27.85% | 49,939 | $36.48 |
| Q2 2025 | -12,953 | Reduce 15.76% | 69,219 | $26.85 |
| Q1 2025 | -12,336 | Reduce 13.05% | 82,172 | $19.40 |
| Q4 2024 | -6,535 | Reduce 6.47% | 94,508 | $18.74 |
| Q3 2024 | +37,130 | Add 58.09% | 101,043 | $23.03 |
| Q2 2024 | +1,589 | Add 2.55% | 63,913 | $26.77 |
| Q1 2024 | +26,302 | Add 73.02% | 62,324 | $35.66 |
| Q4 2023 | +8,815 | Add 32.40% | 36,022 | $30.30 |
| Q3 2023 | +27,207 | New Buy | 27,207 | $34.03 |
| Q3 2020 | -4,009 | Sold Out | 0 | $0.00 |
| Q2 2020 | +162 | Add 4.21% | 4,009 | $20.20 |
| Q1 2020 | +3,814 | Add 11557.58% | 3,847 | $16.64 |
| Q4 2019 | +4 | Add 13.79% | 33 | $30.30 |
| Q2 2019 | +29 | New Buy | 29 | $34.48 |
| Q4 2018 | -1,320 | Sold Out | 0 | $0.00 |
| Q3 2018 | +482 | Add 57.52% | 1,320 | $40.15 |
| Q2 2018 | +201 | Add 31.55% | 838 | $36.99 |
| Q1 2018 | +37 | Add 6.17% | 637 | $29.83 |
| Q4 2017 | -249 | Reduce 29.33% | 600 | $36.67 |
| Q3 2017 | +849 | New Buy | 849 | $25.91 |
Chuck Royce's CVR Energy Investment FAQs
Chuck Royce first purchased CVR Energy, Inc. (CVI) in Q3 2017, acquiring 849 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held CVR Energy, Inc. (CVI) for 22 quarters since Q3 2017.
Chuck Royce's largest addition to CVR Energy, Inc. (CVI) was in Q3 2024, adding 101,043 shares worth $2.33 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 16,567 shares of CVR Energy, Inc. (CVI), valued at approximately $421,464.
As of the Q4 2025 filing, CVR Energy, Inc. (CVI) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in CVR Energy, Inc. (CVI) was 101,043 shares, as reported at the end of Q3 2024.