ACA
VTNR

Aptus Capital Advisors’s Vertex Energy, Inc VTNR Stock Holding History

Aptus Capital Advisors’s Portfolio VTNR Stock Details VTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,754
Closed -$2.17K – 1472
2024
Q3 		$2.17K Buy
18,754
+1,290
+7% +$714 ﹤0.01% 1186
2024
Q2 		$16.5K Hold
17,464
– – ﹤0.01% 993
2024
Q1 		$24.4K Buy
17,464
+7,323
+72% +$11.7K ﹤0.01% 952
2023
Q4 		$34.4K Sell
10,141
-400
-4% -$1.57K ﹤0.01% 711
2023
Q3 		$46.9K Buy
10,541
+300
+3% +$1.54K ﹤0.01% 698
2023
Q2 		$64K Hold
10,241
– – ﹤0.01% 560
2023
Q1 		$101K Sell
10,241
-4,344
-30% -$34.5K ﹤0.01% 518
2022
Q4 		$90.4K Sell
14,585
-873
-6% -$6.52K ﹤0.01% 542
2022
Q3 		$96K Buy
+15,458
New +$141K ﹤0.01% 499
2022
Q2 		– Sell
-14,839
Closed -$148K – 748
2022
Q1 		$148K Sell
14,839
-228
-2% -$1.39K ﹤0.01% 446
2021
Q4 		$69K Hold
15,067
– – ﹤0.01% 412
2021
Q3 		$79K Hold
15,067
– – ﹤0.01% 392
2021
Q2 		$200K Buy
+15,067
New +$62.5K 0.01% 358

Other funds holding VTNR

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $591M AUM 71.09% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Aptus Capital Advisors's VTNR Position: Q4 2024 in Review

Aptus Capital Advisors sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 18,754 shares — an estimated $2.17K sold.

Aptus Capital Advisors first reported a position in VTNR in Q2 2021 and held it in 13 quarters. The position peaked at $200K in Q2 2021. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Aptus Capital Advisors reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 18,754 Vertex Energy, Inc shares in Q4 2024, an estimated $2.17K.
  • Aptus Capital Advisors first reported a position in Vertex Energy, Inc in Q2 2021 and held it in 13 quarters.
  • Aptus Capital Advisors's Vertex Energy, Inc position peaked at $200K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Aptus Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.