CVI at a glance
CVR ENERGY INC (CVI, SEC CIK 1376139) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as February 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CVR ENERGY INC (CVI) reported revenue of $7.2 billion (down 5.9% from FY2024) and net income of $27.0 million. Diluted EPS was $0.27.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding CVR ENERGY INC (CVI) shares worth $2.5 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by ICAHN CARL C on February 24, 2026 of 275,012 shares at $21.41 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $7.2B
- −5.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $2.5B · +0 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: diversified holding company in petroleum refining/marketing, renewable fuels, and nitrogen fertilizer manufacturing via CVR Partners
- Renewables unit at Wynnewood Refinery reverted from renewable diesel back to hydrocarbon processing in Dec 2025 due to unfavorable economics
- Petroleum throughput declined at Coffeyville Refinery to 108,351 bpd in 2025 from 136,280 bpd in 2024; Wynnewood throughput rose to 73,637 bpd from 59,998 bpd
- Pet coke supply from Coffeyville Refinery to nitrogen fertilizer plant decreased to ~36% in 2025 from 46% in 2024
- Icahn Enterprises owned ~70% of common stock as of Dec 31, 2025, reflecting significant concentrated ownership
Risk Factors
- EPA PFAS regulations risk with potential cost recovery and remediation liabilities from hazardous substance designation under CERCLA and RCRA by April 2026 final rules
- Significant exposure to OPEC+ production disputes impacting crude oil supply, refining margins, and inventory valuation losses in Petroleum segment
- Wynnewood Refinery fire in April 2024 caused damage to pipe racks and pumps, disrupting naphtha processing and affecting operations
- Renewables segment faces competition and price pressure from increased capacity and feedstock demand volatility from new renewable fuel projects
- Customer concentration risk: Renewables segment has two customers accounting for ~50% net sales, loss could materially impact cash flows
Management Discussion & Analysis
- Revenue not explicitly stated, no YoY figures or dollar amounts provided in the text
- Operating margin or profitability percentages not disclosed in provided MD&A section
- Segment performance specifics not given, but Petroleum Segment underwent reversion of renewable diesel unit in Dec 2025; Nitrogen Fertilizer Segment completed projects improving reliability and capacity potential
- Capital spend highlights: Petroleum Segment $136 million for alkylation unit upgrade, $3 million for distillate yield improvement, $50 million for flare gas system; no dividend or share buyback amounts disclosed
- Forward outlook: slightly below mid-cycle crack spreads, diesel spreads elevated; regulatory uncertainties in renewable fuels; ongoing geopolitical risks impacting crude and fertilizer markets; potential strategic transactions under consideration
AI summary of the CVI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net income $46M vs $(90)M YoY; EBITDA $161M vs $(24)M
- Operating income $78M vs $(103)M YoY; net loss attributable to CVR stockholders $(3)M vs $(114)M
- Petroleum throughput 212,965 bpd vs 172,149 bpd; crude utilization 98.4% vs 76.9%
- RFS liability $408M at June 30, 2026, including approximately 169M RINs
- Outlook: elevated diesel crack spreads expected through 2026; geopolitical disruptions driving volatility
Risk Factors
- No Risk Factors section provided in the submitted 10-Q excerpt
- Executive transition documented through Pytosh separation and Neumann employment agreements dated June 18, 2026
- No director or officer adopted or terminated Rule 10b5-1 trading arrangements during the quarter
AI summary of the CVI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- 1H 2026 refining benchmark crack spread $33.34/bbl versus $20.89/bbl in 1H 2025, signaling stronger industry economics
- CVI margin capture fell to 26% from FY 2025’s 46%, pressured by higher RIN prices, derivative losses, and crude backwardation
Item 7.01: Regulation FD Disclosure
- Investor Presentation to guide meetings with current and prospective investors beginning September 8, 2026
- Presentation contains forward-looking statements, creating potential updates to investor expectations
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 operating and financial results released for quarter ended June 30, 2026
- Press release dated July 29, 2026 contains the substantive earnings information
Item EX-99.1: Item EX-99.1
- Q2 net loss narrowed to $3M from $114M; adjusted EBITDA more than doubled to $209M from $99M
- Petroleum turnaround: adjusted EBITDA $106M, refining margin $9.94 per barrel, throughput 212,965 bpd
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mark Pytosh stepped down as CEO and director of CVR Energy and CVR Partners’ general partner effective June 18, 2026
- Pytosh receives $3.0M separation payment, split into two $1.5M installments, with non-compete reduced to nine months
Item 8.01: Other Events
- Leadership changes announced June 22, 2026, signaling a potential shift in strategic direction or execution
- Exhibit 99.1 contains the substantive details, including affected roles and transition terms
Item EX-99.1: Item EX-99.1
- Dane Neumann became President and CEO of CVR Energy and CVR Partners’ general partner effective June 18, 2026
- Leadership transition followed Mark Pytosh’s resignation for personal reasons
AI summaries of CVI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CVI
Don't miss the next CVI filing
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- Fund moves. Which tracked funds opened, added or cut CVI, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| ICAHN CARL C | Buy | Feb 24, 2026 | 275,012 | $21.41 |
| ICAHN CARL C | Buy | Feb 23, 2026 | 244,940 | $20.75 |
| ICAHN CARL C | Buy | Feb 20, 2026 | 263,452 | $20.78 |
| Neumann Dane J. | M | Dec 10, 2025 | 6,607 | - |
| Neumann Dane J. | M | Dec 10, 2025 | 5,077 | - |
| Neumann Dane J. | D | Dec 10, 2025 | 6,607 | $33.98 |
| Neumann Dane J. | D | Dec 10, 2025 | 11,491 | $33.98 |
| Neumann Dane J. | M | Dec 10, 2025 | 11,491 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $9.2B | $7.6B | $7.2B |
| Operating Income | $1.1B | $58.0M | $182.0M |
| Net Income | $769.0M | $7.0M | $27.0M |
| Op. Margin | 12.1% | 0.8% | 2.5% |
| Net Margin | 8.3% | 0.1% | 0.4% |
| Balance Sheet | |||
| Total Assets | $4.7B | $4.3B | $3.7B |
| Equity | $847.0M | $703.0M | $730.0M |
| ROE | 90.8% | 1.0% | 3.7% |
| Per Share | |||
| EPS | - | $0.06 | $0.27 |
| Cash Flow | |||
| Operating CF | $948.0M | $404.0M | $144.0M |
Source: XBRL data in CVR ENERGY INC (CVI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CVI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $2.49B |
| Q1 2026 | 30 | $3.02B |
| Q4 2025 | 28 | $2.29B |
| Q3 2025 | 28 | $3.31B |
| Q2 2025 | 29 | $2.46B |
| Q1 2025 | 25 | $1.61B |
| Q4 2024 | 20 | $1.51B |
| Q3 2024 | 19 | $1.76B |
- JPMorgan Chase & Co+512.6K (+1089%)
- BlackRock+410.1K (+9%)
- State Street Corp+213.8K (+11%)
- Dimensional Fund Advisors+143.8K (+8%)
- Millennium Management+120.5K (+45%)
- Renaissance Technologies LLC−167.6K (-59%)
- FMR LLC (Fidelity)−164.6K (-24%)
- Invesco Ltd−146.7K (-23%)
- Two Sigma Investments−126.6K (-25%)
- Vanguard Portfolio Management LLC−106.3K (-5%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 209 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CVI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Feb 24, 2026 | - | Analysis | - |
| 4 | Feb 24, 2026 | - | - | - |
| 8-K | Feb 18, 2026 | - | - | |
| 10-K | Feb 18, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 12, 2026 | - | - | |
| 8-K | Jan 29, 2026 | - | - | |
| 8-K | Jan 26, 2026 | - | - | |
| 8-K | Jan 5, 2026 | - | - | |
| 8-K | Dec 29, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 10-Q | Oct 30, 2025 | Sep 30, 2025 | Analysis |
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CVI SEC filings: frequently asked questions
Which institutions hold CVI stock?
As of June 30, 2026, the largest CVR ENERGY INC (CVI) holders among the 13F filers tracked by SignalX were Carl Icahn ($2.0 billion), BlackRock ($143.3 million), State Street Corp ($59.3 million), Vanguard Portfolio Management LLC ($57.3 million), Dimensional Fund Advisors ($56.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CVI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CVR ENERGY INC (CVI) reported revenue of $7.2 billion (down 5.9% from FY2024) and net income of $27.0 million. Diluted EPS was $0.27. The figures come from the XBRL data in the 10-K.
What are the main risks in CVI's latest 10-K?
In the 10-K filed February 18, 2026, CVR ENERGY INC (CVI) flagged: EPA PFAS regulations risk with potential cost recovery and remediation liabilities from hazardous substance designation under CERCLA and RCRA by April 2026 final rules. Significant exposure to OPEC+ production disputes impacting crude oil supply, refining margins, and inventory valuation losses in Petroleum segment. (AI summary of the Risk Factors section.)
What did CVI report in its latest 8-K?
CVR ENERGY INC (CVI) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure). 1H 2026 refining benchmark crack spread $33.34/bbl versus $20.89/bbl in 1H 2025, signaling stronger industry economics.
What are the latest CVI SEC filings?
CVR ENERGY INC (CVI) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on February 24, 2026.
What is CVI's SEC CIK number?
CVR ENERGY INC (CVI)'s SEC Central Index Key (CIK) is 1376139. EDGAR lists every CVI filing under that number.
Ask anything about CVI
The research agent reads CVI's filings, financials, insider trades and 13F holders, then answers with sources.