AF
VRN

Aviso Financial’s Veren VRN Stock Holding History

Aviso Financial’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-328,889
Closed -$2.18M – 373
2025
Q1 		$2.18M Buy
328,889
+109,626
+50% +$607K 0.11% 96
2024
Q4 		$1.13M Buy
219,263
+118,537
+118% +$651K 0.06% 139
2024
Q3 		$621K Buy
100,726
+11,967
+13% +$85.5K 0.03% 191
2024
Q2 		$699K Buy
+88,759
New +$747K 0.04% 174

Other funds holding VRN

PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Aviso Financial's VRN Position: Q2 2025 in Review

Aviso Financial sold out of Veren (VRN) in Q2 2025, closing a stake of 328,889 shares — an estimated $2.18M sold.

Aviso Financial first reported a position in VRN in Q2 2024 and held it in 4 quarters. The position peaked at $2.18M in Q1 2025. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

  • Aviso Financial reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
  • Aviso Financial sold 328,889 Veren shares in Q2 2025, an estimated $2.18M.
  • Aviso Financial first reported a position in Veren in Q2 2024 and held it in 4 quarters.
  • Aviso Financial's Veren position peaked at $2.18M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on Aviso Financial's 13F filing for Q2 2025, filed 12 Aug 2025.