Carson Wealth (CWM LLC)
VTLE

Carson Wealth (CWM LLC)’s Vital Energy VTLE Stock Holding History

Carson Wealth (CWM LLC)’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
-6,734
Closed -$114K – 5672
2025
Q3 		$114K Sell
6,734
-7,740
-53% -$131K ﹤0.01% 2880
2025
Q2 		$233K Buy
14,474
+13,581
+1,521% +$222K ﹤0.01% 2045
2025
Q1 		$19K Sell
893
-2,244
-72% -$65K ﹤0.01% 3727
2024
Q4 		$97K Buy
3,137
+1,103
+54% +$32.7K ﹤0.01% 2301
2024
Q3 		$55K Buy
2,034
+1,453
+250% +$53.8K ﹤0.01% 2625
2024
Q2 		$26K Buy
581
+465
+401% +$23.2K ﹤0.01% 2954
2024
Q1 		$6K Sell
116
-109
-48% -$5.06K ﹤0.01% 3618
2023
Q4 		$10K Buy
225
+7
+3% +$336 ﹤0.01% 3208
2023
Q3 		$12K Hold
218
– – ﹤0.01% 3062
2023
Q2 		$10K Buy
218
+134
+160% +$6.06K ﹤0.01% 3109
2023
Q1 		$4K Buy
84
+23
+38% +$1.15K ﹤0.01% 3436
2022
Q4 		$3K Sell
61
-58
-49% -$3.58K ﹤0.01% 3468
2022
Q3 		$7K Buy
119
+108
+982% +$7.68K ﹤0.01% 2928
2022
Q2 		$1K Buy
+11
New +$883 ﹤0.01% 3670

Other funds holding VTLE

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

Carson Wealth (CWM LLC)'s VTLE Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 6,734 shares — an estimated $114K sold.

Carson Wealth (CWM LLC) first reported a position in VTLE in Q2 2022 and held it in 14 quarters. The position peaked at $233K in Q2 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6,734 Vital Energy shares in Q4 2025, an estimated $114K.
  • Carson Wealth (CWM LLC) first reported a position in Vital Energy in Q2 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Vital Energy position peaked at $233K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.