CAS
VTNR

Coppell Advisory Solutions’s Vertex Energy, Inc VTNR Stock Holding History

Coppell Advisory Solutions’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
-105
Closed -$12 – 2110
2024
Q3 		$12 Hold
105
– – ﹤0.01% 1863
2024
Q2 		$99 Buy
+105
New +$123 ﹤0.01% 1714
2023
Q4 		$356 Sell
105
-185
-64% -$726 ﹤0.01% 1552
2023
Q3 		$1.8K Buy
290
+106
+58% +$544 ﹤0.01% 872
2023
Q2 		$1.11K Buy
+184
New +$1.3K ﹤0.01% 1126
2023
Q1 		– Sell
-290
Closed -$1.8K – 1145
2022
Q4 		$1.8K Buy
+290
New +$2.17K ﹤0.01% 873

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

Coppell Advisory Solutions's VTNR Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 105 shares — an estimated $12 sold.

Coppell Advisory Solutions first reported a position in VTNR in Q4 2022 and held it in 6 quarters. The position peaked at $1.8K in Q3 2023. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 105 Vertex Energy, Inc shares in Q4 2024, an estimated $12.
  • Coppell Advisory Solutions first reported a position in Vertex Energy, Inc in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Vertex Energy, Inc position peaked at $1.8K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.