CVINYSEPetroleum RefiningFiscal year ends December 31
CVR ENERGY INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$59.89−1.53 (-2.49%)
Close on Oct 19, 2026
- Market cap
- $6.02B
- P/E (TTM)
- 86.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
104M of 101M shares
Institutional holders
223
41 new, 33 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $16.45M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Icahn Enterprises Holdings L.P. | 71,201,875 | 70.80% | 13D (active) amendment | Feb 24, 2026 |
| Carl C. Icahn | 70,125,482 | 69.80% | 13D (active) amendment | Apr 15, 2025 |
| Icahn Enterprises G.P. Inc. | 69,107,178 | 68.70% | 13D (active) amendment | Apr 3, 2025 |
| Beckton Corp. | 66,692,381 | 66.30% | 13D (active) amendment | Dec 18, 2024 |
| Carl C. Icahn | 66,692,381 | 66.30% | 13D (active) amendment | Dec 6, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CVI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Icahn Carl C | 71,201,875 | 70.83% | $1.96B | – | 23.73% |
| BlackRock, Inc. | 5,201,944 | 5.17% | $143.26M | +410,122 | 0.00% |
| State Street Corp | 2,153,498 | 2.14% | $59.31M | +213,829 | 0.00% |
| Vanguard Portfolio Management LLC | 2,079,500 | 2.07% | $57.27M | −106,327 | 0.00% |
| Dimensional Fund Advisors LP | 2,051,847 | 2.04% | $56.51M | +143,785 | 0.01% |
| Vanguard Capital Management LLC | 1,352,771 | 1.35% | $37.26M | +7,112 | 0.00% |
| Allianz Asset Management GmbH | 945,324 | 0.94% | $26.03M | −47,194 | 0.02% |
| Jane Street Group, LLC | 889,558 | 0.88% | $24.50M | +877,433 | 0.00% |
| CastleKnight Management LP | 876,573 | 0.87% | $24.14M | −71,858 | 0.33% |
| Bnp Paribas Arbitrage, Snc | 839,272 | 0.83% | $23.11M | +646,159 | 0.01% |
| Morgan Stanley | 776,040 | 0.77% | $21.37M | +6,545 | 0.00% |
| Geode Capital Management, LLC | 757,515 | 0.75% | $20.87M | +27,138 | 0.00% |
| Charles Schwab Investment Management Inc | 727,493 | 0.72% | $20.04M | −84,798 | 0.00% |
| Bank Of America Corp /De/ | 671,728 | 0.67% | $18.50M | +109,338 | 0.00% |
| JPMorgan Chase & Co | 559,609 | 0.56% | $15.76M | +512,553 | 0.00% |
| Citadel Advisors LLC | 527,310 | 0.52% | $14.52M | −46,001 | 0.00% |
| PDT Partners, LLC | 526,592 | 0.52% | $14.50M | +159,915 | 0.76% |
| FMR LLC | 516,413 | 0.51% | $14.22M | −164,636 | 0.00% |
| Invesco Ltd. | 487,590 | 0.49% | $13.43M | −146,684 | 0.00% |
| Citigroup Inc | 468,975 | 0.47% | $12.92M | −3,465 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 223 | 104M | 100.0% | 41 / 66 | 76 / 33 | 6M | 3M |
| Q1 2026 | 218 | 102M | 100.0% | 41 / 73 | 72 / 48 | 10M | 8M |
| Q4 2025 | 228 | 103M | 100.0% | 46 / 68 | 68 / 41 | 6M | 5M |
| Q3 2025 | 226 | 103M | 100.0% | 44 / 62 | 82 / 26 | 6M | 5M |
| Q2 2025 | 209 | 102M | 100.0% | 49 / 57 | 74 / 36 | 8M | 5M |
| Q1 2025 | 197 | 99M | 98.0% | 41 / 55 | 71 / 35 | 4M | 4M |
| Q4 2024 | 192 | 98M | 97.7% | 38 / 76 | 51 / 50 | 5M | 11M |
| Q3 2024 | 204 | 104M | 100.0% | 38 / 76 | 64 / 47 | 9M | 4M |
| Q2 2024 | 215 | 104M | 100.0% | 39 / 91 | 63 / 52 | 5M | 7M |
| Q1 2024 | 231 | 105M | 100.0% | 45 / 66 | 87 / 40 | 5M | 6M |
| Q4 2023 | 227 | 106M | 100.0% | 45 / 93 | 60 / 32 | 8M | 3M |
| Q3 2023 | 218 | 102M | 100.0% | 62 / 77 | 59 / 18 | 9M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CVI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,817,409 | 1.81% | $50.05M | 0.04% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 952,061 | 0.95% | $26.22M | 0.00% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | 909,725 | 0.90% | $25.05M | 0.86% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 770,220 | 0.77% | $21.21M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 690,986 | 0.69% | $19.03M | 0.01% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 609,830 | 0.61% | $16.79M | 0.44% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 507,000 | 0.50% | $16.84M | 0.01% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 438,145 | 0.44% | $12.07M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 429,274 | 0.43% | $15.29M | 0.08% | Jul 31, 2026 |
| Vanguard Energy Index Fund | 350,914 | 0.35% | $11.66M | 0.10% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 346,111 | 0.34% | $9.53M | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 330,790 | 0.33% | $11.78M | 0.08% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 326,916 | 0.33% | $11.64M | 0.03% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 310,443 | 0.31% | $10.31M | 0.12% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 281,780 | 0.28% | $7.76M | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David L. Lamp | President and CEO, Director | 17,388 | 0.02% | Dec 12, 2025 |
| Richard J. Roberts Jr. | Interim CFO | – | – | Jun 26, 2026 |
| J. Travis Capps Jr. | EVP & Chief Commercial Officer | – | – | Feb 20, 2026 |
| Charles Douglas Johnson | EVP & Chief Commercial Officer | 9,825 | 0.01% | Dec 12, 2025 |
| Mark A. Pytosh | EVP - Corporate Services | 0 | – | Dec 12, 2025 |
| Melissa M. Buhrig | EVP, General Counsel & Sec. | 0 | – | Dec 12, 2025 |
| Jeffrey D. Conaway | VP, CAO & Corp. Controller | 0 | – | Dec 12, 2025 |
| Dane J. Neumann | EVP & Chief Financial Officer | 0 | – | Dec 12, 2025 |
| Michael H. Wright Jr. | EVP & Chief Operating Officer | 0 | – | Dec 12, 2025 |
| Brett Icahn | Director | – | – | Aug 7, 2025 |
| Robert Flint | Director | – | – | Apr 8, 2025 |
| Colin Nicholas Kwak | Director | – | – | Apr 8, 2025 |
| Carl C. Icahn | 10% owner | 70,418,471 | 70.05% | Feb 24, 2026 |
| Enterprises G.P. Inc. Icahn | 10% owner | 71,201,875 | 70.83% | Feb 24, 2026 |
| Enterprises Holdings L.P. Icahn | 10% owner | 68,534,270 | 68.17% | Feb 24, 2026 |
| Energy Holding LLC IEP | 10% owner | 67,570,593 | 67.21% | Jan 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Enterprises G.P. Inc. Icahn 10% owner | Feb 24, 2026 | Buy | +275,012 | $21.41 | $5.89M | 71,201,875 |
| Enterprises G.P. Inc. Icahn 10% owner | Feb 23, 2026 | Buy | +244,940 | $20.75 | $5.08M | 70,926,863 |
| Enterprises G.P. Inc. Icahn 10% owner | Feb 20, 2026 | Buy | +263,452 | $20.78 | $5.47M | 70,681,923 |
| Michael H. Wright Jr. EVP & Chief Operating Officer | Dec 10, 2025 | Returned to company | −11,281 | $33.98 | $383.33K | 0 |
| Michael H. Wright Jr. EVP & Chief Operating Officer | Dec 10, 2025 | Option exercise | +5,077 | – | – | 5,077 |
| Michael H. Wright Jr. EVP & Chief Operating Officer | Dec 10, 2025 | Returned to company | −5,077 | $33.98 | $172.52K | 0 |
| Michael H. Wright Jr. EVP & Chief Operating Officer | Dec 10, 2025 | Option exercise | +6,544 | – | – | 6,544 |
| Michael H. Wright Jr. EVP & Chief Operating Officer | Dec 10, 2025 | Returned to company | −6,544 | $33.98 | $222.37K | 0 |
| Michael H. Wright Jr. EVP & Chief Operating Officer | Dec 10, 2025 | Option exercise | +11,281 | – | – | 11,281 |
| Melissa M. Buhrig EVP, General Counsel & Sec. | Dec 10, 2025 | Returned to company | −13,895 | $33.98 | $472.15K | 0 |
| Melissa M. Buhrig EVP, General Counsel & Sec. | Dec 10, 2025 | Option exercise | +6,084 | – | – | 6,084 |
| Melissa M. Buhrig EVP, General Counsel & Sec. | Dec 10, 2025 | Returned to company | −6,084 | $33.98 | $206.73K | 0 |
| Melissa M. Buhrig EVP, General Counsel & Sec. | Dec 10, 2025 | Option exercise | +7,988 | – | – | 7,988 |
| Melissa M. Buhrig EVP, General Counsel & Sec. | Dec 10, 2025 | Returned to company | −7,988 | $33.98 | $271.43K | 0 |
| Melissa M. Buhrig EVP, General Counsel & Sec. | Dec 10, 2025 | Option exercise | +13,895 | – | – | 13,895 |
| Dane J. Neumann EVP & Chief Financial Officer | Dec 10, 2025 | Returned to company | −5,077 | $33.98 | $172.52K | 0 |
| Dane J. Neumann EVP & Chief Financial Officer | Dec 10, 2025 | Option exercise | +5,077 | – | – | 5,077 |
| Dane J. Neumann EVP & Chief Financial Officer | Dec 10, 2025 | Option exercise | +6,607 | – | – | 6,607 |
| Dane J. Neumann EVP & Chief Financial Officer | Dec 10, 2025 | Returned to company | −6,607 | $33.98 | $224.51K | 0 |
| Dane J. Neumann EVP & Chief Financial Officer | Dec 10, 2025 | Option exercise | +11,491 | – | – | 11,491 |
| Dane J. Neumann EVP & Chief Financial Officer | Dec 10, 2025 | Returned to company | −11,491 | $33.98 | $390.46K | 0 |
| Charles Douglas Johnson EVP & Chief Commercial Officer | Dec 10, 2025 | Option exercise | +9,825 | – | – | 9,825 |
| Charles Douglas Johnson EVP & Chief Commercial Officer | Dec 10, 2025 | Returned to company | −9,825 | $33.98 | $333.85K | 0 |
| Charles Douglas Johnson EVP & Chief Commercial Officer | Dec 10, 2025 | Returned to company | −5,701 | $33.98 | $193.72K | 0 |
| Charles Douglas Johnson EVP & Chief Commercial Officer | Dec 10, 2025 | Option exercise | +4,425 | – | – | 4,425 |
| Charles Douglas Johnson EVP & Chief Commercial Officer | Dec 10, 2025 | Option exercise | +5,701 | – | – | 5,701 |
| Charles Douglas Johnson EVP & Chief Commercial Officer | Dec 10, 2025 | Returned to company | −4,425 | $33.98 | $150.36K | 0 |
| Mark A. Pytosh EVP - Corporate Services | Dec 10, 2025 | Returned to company | −4,116 | $33.98 | $139.86K | 0 |
| Mark A. Pytosh EVP - Corporate Services | Dec 10, 2025 | Option exercise | +4,116 | – | – | 4,116 |
| Mark A. Pytosh EVP - Corporate Services | Dec 10, 2025 | Returned to company | −9,144 | $33.98 | $310.71K | 0 |
| Mark A. Pytosh EVP - Corporate Services | Dec 10, 2025 | Option exercise | +9,144 | – | – | 9,144 |
| Mark A. Pytosh EVP - Corporate Services | Dec 10, 2025 | Returned to company | −5,307 | $33.98 | $180.33K | 0 |
| Mark A. Pytosh EVP - Corporate Services | Dec 10, 2025 | Option exercise | +5,307 | – | – | 5,307 |
| David L. Lamp President and CEO, Director | Dec 10, 2025 | Option exercise | +17,388 | – | – | 17,388 |
| David L. Lamp President and CEO, Director | Dec 10, 2025 | Option exercise | +13,962 | – | – | 13,962 |
| David L. Lamp President and CEO, Director | Dec 10, 2025 | Option exercise | +28,948 | – | – | 28,948 |
| David L. Lamp President and CEO, Director | Dec 10, 2025 | Returned to company | −17,388 | $33.98 | $590.84K | 0 |
| David L. Lamp President and CEO, Director | Dec 10, 2025 | Returned to company | −28,948 | $33.98 | $983.65K | 0 |
| David L. Lamp President and CEO, Director | Dec 10, 2025 | Returned to company | −13,962 | $33.98 | $474.43K | 0 |
| Jeffrey D. Conaway VP, CAO & Corp. Controller | Dec 10, 2025 | Returned to company | −1,489 | $33.98 | $50.60K | 0 |
| Jeffrey D. Conaway VP, CAO & Corp. Controller | Dec 10, 2025 | Returned to company | −3,526 | $33.98 | $119.81K | 0 |
| Jeffrey D. Conaway VP, CAO & Corp. Controller | Dec 10, 2025 | Option exercise | +2,044 | – | – | 2,044 |
| Jeffrey D. Conaway VP, CAO & Corp. Controller | Dec 10, 2025 | Returned to company | −2,044 | $33.98 | $69.46K | 0 |
| Jeffrey D. Conaway VP, CAO & Corp. Controller | Dec 10, 2025 | Option exercise | +3,526 | – | – | 3,526 |
| Jeffrey D. Conaway VP, CAO & Corp. Controller | Dec 10, 2025 | Option exercise | +1,489 | – | – | 1,489 |
| Carl C. Icahn 10% owner | Apr 29, 2025 | Buy | +7,907 | $18.21 | $143.99K | 70,418,471 |
| Enterprises G.P. Inc. Icahn 10% owner | Apr 25, 2025 | Buy | +41,130 | $18.16 | $746.92K | 70,410,564 |
| Enterprises G.P. Inc. Icahn 10% owner | Apr 24, 2025 | Buy | +30,183 | $18.20 | $549.33K | 70,369,434 |
| Carl C. Icahn 10% owner | Apr 23, 2025 | Buy | +98,875 | $17.84 | $1.76M | 70,339,251 |
| Carl C. Icahn 10% owner | Apr 21, 2025 | Buy | +29,972 | $18.21 | $545.79K | 70,240,376 |
| Carl C. Icahn 10% owner | Apr 17, 2025 | Buy | +14,591 | $18.18 | $265.26K | 70,210,404 |
| Carl C. Icahn 10% owner | Apr 16, 2025 | Buy | +70,331 | $18.03 | $1.27M | 70,195,813 |
| Carl C. Icahn 10% owner | Apr 15, 2025 | Buy | +82,328 | $17.85 | $1.47M | 70,125,482 |
| Carl C. Icahn 10% owner | Apr 14, 2025 | Buy | +77,851 | $17.90 | $1.39M | 70,043,154 |
| Carl C. Icahn 10% owner | Apr 11, 2025 | Buy | +192,676 | $17.31 | $3.34M | 69,965,303 |
| Enterprises G.P. Inc. Icahn 10% owner | Apr 10, 2025 | Buy | +217,867 | $16.78 | $3.66M | 69,772,627 |
| Enterprises G.P. Inc. Icahn 10% owner | Apr 9, 2025 | Buy | +203,382 | $16.62 | $3.38M | 69,554,760 |
| Enterprises G.P. Inc. Icahn 10% owner | Apr 8, 2025 | Buy | +244,200 | $16.76 | $4.09M | 69,351,378 |
| Enterprises G.P. Inc. Icahn 10% owner | Apr 7, 2025 | Buy | +244,200 | $16.11 | $3.93M | 69,107,178 |
| Enterprises G.P. Inc. Icahn 10% owner | Apr 4, 2025 | Buy | +267,600 | $16.55 | $4.43M | 68,862,978 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Carl C. Icahn Stockholder | Sep 11, 2023 | 3,506,337 | $129.59M | Sep 11, 2023 | Open market purchases and pursuant to a tender offer |
| Carl C. Icahn Stockholder | Aug 18, 2023 | 1,000,000 | $34.77M | Aug 18, 2023 | Open market purchases and pursuant to a tender offer |