Capital Advisors Ltd’s Vital Energy VTLE Stock Holding History

Capital Advisors Ltd’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15	Closed	–	–	1592
2025 Q3	$0	Sell	15 -1	-6%	-$17	﹤0.01%	1565
2025 Q2	$0	Buy	+16	New	+$262	﹤0.01%	1646
2025 Q1	–	Sell	-4	Closed	–	–	1598
2024 Q4	$0	Buy	+4	New	+$119	﹤0.01%	1597
2023 Q1	–	Sell	-8	Closed	–	–	1575
2022 Q4	$0	Buy	+8	New	+$494	﹤0.01%	1680
2022 Q2	–	Sell	-48	Closed	-$4K	–	1349
2022 Q1	$4K	Buy	+48	New	+$3.48K	﹤0.01%	598

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Capital Advisors Ltd's VTLE Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 15 shares.

Capital Advisors Ltd first reported a position in VTLE in Q1 2022 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Capital Advisors Ltd reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Capital Advisors Ltd sold 15 Vital Energy shares in Q4 2025.
Capital Advisors Ltd first reported a position in Vital Energy in Q1 2022 and held it in 5 quarters.
Capital Advisors Ltd's Vital Energy position peaked at $4K in Q1 2022.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.