Corient Private Wealth
VRN

Corient Private Wealth’s Veren VRN Stock Holding History

Corient Private Wealth’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
-20,369
Closed -$135K – 2552
2025
Q1 		$135K Buy
20,369
+1,311
+7% +$7.25K ﹤0.01% 2136
2024
Q4 		$98K Buy
+19,058
New +$105K ﹤0.01% 2226

Other funds holding VRN

PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Corient Private Wealth's VRN Position: Q2 2025 in Review

Corient Private Wealth sold out of Veren (VRN) in Q2 2025, closing a stake of 20,369 shares — an estimated $135K sold.

Corient Private Wealth first reported a position in VRN in Q4 2024 and held it in 2 quarters. The position peaked at $135K in Q1 2025. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

  • Corient Private Wealth reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 20,369 Veren shares in Q2 2025, an estimated $135K.
  • Corient Private Wealth first reported a position in Veren in Q4 2024 and held it in 2 quarters.
  • Corient Private Wealth's Veren position peaked at $135K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.