CVI CVR Energy (CVI) Insider Trading, Ownership & Congress Trades
Energy · Petroleum refining · CIK 0001376139
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
108
13F, latest reported quarter
CVR Energy insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for CVR ENERGY INC in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 16 earlier Form 4 trades (code P or S) here by this insider (16 buys), the last on Feb 23, 2026.
- +52.4% median (+54.9% mean) 90-day return after 16 previous buys.
- The trade is 0.4% of the 71,201,875 shares held after it.
- No other insider bought within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider ICAHN ENTERPRISES G.P. INC. bought about $5.9M of CVI on Feb 24, 2026, the largest insider purchase at the company since 2025; 108 funds added in the latest 13F quarter.Context
- 15 earlier Form 4 trades (code P or S) here by this insider (15 buys), the last on Feb 20, 2026.
- +54.0% median (+55.1% mean) 90-day return after 15 previous buys.
- The trade is 0.3% of the 70,926,863 shares held after it.
- No other insider bought within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider ICAHN ENTERPRISES G.P. INC. bought about $5.1M of CVI on Feb 23, 2026; 108 funds added in the latest 13F quarter.Context
- 14 earlier Form 4 trades (code P or S) here by this insider (14 buys), the last on Apr 25, 2025.
- +51.2% median (+55.2% mean) 90-day return after 14 previous buys.
- The trade is 0.4% of the 70,681,923 shares held after it.
- No other insider bought within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider ICAHN ENTERPRISES G.P. INC. bought about $5.5M of CVI on Feb 20, 2026, the largest insider purchase at the company since 2025; 108 funds added in the latest 13F quarter.Context
- 11 earlier Form 4 trades (code P or S) here by this insider (7 buys, 4 sales), the last on Apr 23, 2025.
- +71.4% median (+67.4% mean) 90-day return after 7 previous buys.
- The trade is 0.0% of the 70,418,471 shares held after it.
- 1 other insider bought within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider ICAHN CARL C bought about $144.0K of CVI on Apr 29, 2025; 1 other insider bought within 30 days and 108 funds added in the latest 13F quarter.Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 buys), the last on Apr 24, 2025.
- +54.0% median (+55.7% mean) 90-day return after 13 previous buys.
- The trade is 0.1% of the 70,410,564 shares held after it.
- 1 other insider bought within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider ICAHN ENTERPRISES G.P. INC. bought about $746.9K of CVI on Apr 25, 2025; 1 other insider bought within 30 days and 108 funds added in the latest 13F quarter.36 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
108 funds bought in last quarter
below 58% of Energy
Revenue
-5.9% year over year
below 66% of Energy
Margin
0.4% net margin
below 62% of Energy
Buybacks
no share repurchases reported
Short interest
19.1% of the float short (float per yahoo 2026-10-26) · 4.7 days to cover · settled 2026-09-30
more than 59% of Energy
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch CVI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+59.4%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns CVI: institutional holders (13F)
13F holdings, latest reported quarter
71,201,875 sh
$2.0B
5,201,944 sh
$143.3M
2,153,498 sh
$59.3M
2,079,500 sh
$57.3M
2,051,847 sh
$56.5M
Congress trades in CVI
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
CVI planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
CVI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
ICON Natural Resources and Infrastructure Fund
$4.4M position · as of 2026-06-30
3.3%
Pear tree polaris small cap fund
$1.8M position · as of 2026-06-30
1.8%
Invesco S&P SmallCap Energy ETF
$1.3M position · as of 2026-05-31
1.1%
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
$25.1M position · as of 2026-06-30
0.9%
Virtus NFJ Small-Cap Value Fund
$2.0M position · as of 2026-06-30
0.8%
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares
$1.6M position · as of 2026-07-31
0.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Lamp
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$8.6M
$6.5M
$2.5M
+167%
+214%
2024
$4.7M
$3.8M
$2.3M
+97%
+136%
2023
$4.5M
$5.3M
$2.2M
+203%
+224%
2022
$4.3M
$7.7M
$2.0M
+173%
+178%
2021
$3.9M
$4.6M
$1.3M
+27%
+37%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 108 funds added last quarter. Each figure is a federal filing, dated the day it went public.
CVI financials
Revenue growth
-5.9%
XBRL, annual
Net margin
0.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$8.5B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM CVI
| FY Dec 2025 | $7.2B |
| FY Dec 2024 | $7.6B |
| FY Dec 2023 | $9.2B |
| FY Dec 2022 | $10.9B |
| FY Dec 2021 | $7.2B |
| Jun 2026 | $2.7B |
| Mar 2026 | $2.0B |
| Dec 2025 | $1.8B |
| Sep 2025 | $1.9B |
| Jun 2025 | $1.8B |
| Mar 2025 | $1.6B |
| Dec 2024 | $1.9B |
| Sep 2024 | $1.8B |
At each fiscal year end
Single quarter
Net margin, TTM
+0.8%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM CVI
| FY Dec 2025 | +0.4% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +8.3% |
| FY Dec 2022 | +4.3% |
| FY Dec 2021 | +0.3% |
| Jun 2026 | -0.1% |
| Mar 2026 | -9.7% |
| Dec 2025 | -6.1% |
| Sep 2025 | +19.2% |
| Jun 2025 | -6.5% |
| Mar 2025 | -7.5% |
| Dec 2024 | +1.5% |
| Sep 2024 | -6.8% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$351.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM CVI
| FY Dec 2025 | -$41.0M |
| FY Dec 2024 | $225.0M |
| FY Dec 2023 | $743.0M |
| FY Dec 2022 | $776.0M |
| FY Dec 2021 | $172.0M |
| Jun 2026 | $264.0M |
| Mar 2026 | $17.0M |
| Dec 2025 | -$55.0M |
| Sep 2025 | $125.0M |
| Jun 2025 | $135.0M |
| Mar 2025 | -$246.0M |
| Dec 2024 | $43.0M |
| Sep 2024 | $14.0M |
At each fiscal year end
Single quarter
Debt to equity
3.24x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity CVI
| FY Dec 2025 | 2.33x |
| FY Dec 2024 | 2.70x |
| FY Dec 2023 | 2.48x |
| FY Dec 2022 | 2.82x |
| FY Dec 2021 | 2.99x |
| Jun 2026 | 3.24x |
| Mar 2026 | 3.16x |
| Dec 2025 | 2.33x |
| Sep 2025 | 2.14x |
| Jun 2025 | 3.86x |
| Mar 2025 | 3.28x |
| Dec 2024 | 2.70x |
| Sep 2024 | 2.22x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.31x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt CVI
| FY Dec 2025 | 0.08x |
| FY Dec 2024 | 0.21x |
| FY Dec 2023 | 0.45x |
| FY Dec 2022 | 0.64x |
| FY Dec 2021 | 0.24x |
| Jun 2026 | 0.31x |
| Mar 2026 | 0.24x |
| Dec 2025 | 0.08x |
| Sep 2025 | 0.13x |
| Jun 2025 | 0.07x |
| Mar 2025 | 0.02x |
| Dec 2024 | 0.21x |
| Sep 2024 | 0.18x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+13.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity CVI
| FY Dec 2025 | +3.8% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +111.6% |
| FY Dec 2022 | +85.6% |
| FY Dec 2021 | +3.2% |
| Jun 2026 | +13.9% |
| Mar 2026 | -7.5% |
| Dec 2025 | +3.8% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | +8.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets CVI
| FY Dec 2025 | +0.7% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +17.4% |
| FY Dec 2022 | +11.6% |
| FY Dec 2021 | +0.6% |
| Jun 2026 | +1.7% |
| Mar 2026 | -1.0% |
| Dec 2025 | +0.7% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | +1.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on invested capital CVI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +40.5% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | +9.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on capital employed CVI
| FY Dec 2025 | n/a |
| FY Dec 2024 | +1.9% |
| FY Dec 2023 | +39.3% |
| FY Dec 2022 | +35.4% |
| FY Dec 2021 | +2.9% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +9.9% |
| Jun 2025 | -11.3% |
| Mar 2025 | -6.5% |
| Dec 2024 | +1.9% |
| Sep 2024 | +5.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
91.21x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing CVI
| FY Dec 2025 | 97.85x |
| FY Dec 2024 | 312.33x |
| FY Dec 2023 | 3.96x |
| FY Dec 2022 | 6.81x |
| FY Dec 2021 | 67.24x |
| Jun 2026 | 40.50x |
| Mar 2026 | n/a |
| Dec 2025 | 97.85x |
| Sep 2025 | 22.24x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | 312.33x |
| Sep 2024 | 33.38x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$7.2B
market value at close 2026-10-26 on 2026-07-24 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value CVI
| FY Dec 2025 | $3.7B |
| FY Dec 2024 | $2.8B |
| FY Dec 2023 | $4.6B |
| FY Dec 2022 | $4.1B |
| FY Dec 2021 | $2.8B |
| Jun 2026 | $3.7B |
| Mar 2026 | $4.6B |
| Dec 2025 | $3.7B |
| Sep 2025 | $4.8B |
| Jun 2025 | $3.9B |
| Mar 2025 | $3.2B |
| Dec 2024 | $2.8B |
| Sep 2024 | $3.3B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+5.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield CVI
| FY Dec 2025 | -1.6% |
| FY Dec 2024 | +11.9% |
| FY Dec 2023 | +24.4% |
| FY Dec 2022 | +24.6% |
| FY Dec 2021 | +10.2% |
| Jun 2026 | +12.7% |
| Mar 2026 | +6.6% |
| Dec 2025 | -1.6% |
| Sep 2025 | +1.6% |
| Jun 2025 | -2.0% |
| Mar 2025 | -7.7% |
| Dec 2024 | +11.9% |
| Sep 2024 | +3.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
PEG, trailing CVI
| FY Dec 2025 | 0.29x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.06x |
| FY Dec 2022 | 0.00x |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | 0.29x |
| Sep 2025 | 0.16x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $7.2B | $7.6B | $9.2B | $10.9B |
| Operating income | $182.0M | $58.0M | $1.1B | $963.0M |
| Net income | $27.0M | $7.0M | $769.0M | $463.0M |
| EPS (diluted) | 0.27 | 0.06 | 7.65 | 4.60 |
| Operating cash flow | $144.0M | $404.0M | $948.0M | $967.0M |
| Cash | $511.0M | $987.0M | $581.0M | $510.0M |
| Long-term debt | $1.7B | $1.9B | $2.1B | $1.5B |
| Buybacks | n/a | $0 | $0 | $12.0M |
| Dividends paid | $0 | $151.0M | $453.0M | $483.0M |
SEC XBRL, fiscal years, as known on 2026-10-28
CVI Stock Sonar score 5/7 axes
Find similar shapesCompareCVI ranks highest on risk and compliance (58th percentile) and profitability (57th), and lowest on financial health (21st), among Energy peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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