Carson Wealth (CWM LLC)’s Veren VRN Stock Holding History

Carson Wealth (CWM LLC)’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
2024 Q4	–	Sell	-6	Closed	–	–	5216
2024 Q3	$0	Buy	+6	New	+$43	﹤0.01%	5217

Other funds holding VRN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VRN Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Veren (VRN) in Q4 2024, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in VRN in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 199 funds tracked by Wall St. Rank hold VRN as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Veren position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 6 Veren shares in Q4 2024.
Carson Wealth (CWM LLC) first reported a position in Veren in Q3 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Veren position peaked at $0 in Q3 2024.
199 funds tracked by Wall St. Rank held Veren as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.