Creative Planning’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-70,800
| Closed | -$1.2M | – | 4125 |
|
|
2025
Q3 | $1.2M | Buy |
70,800
+8,200
| +13% | +$139K | ﹤0.01% | 1952 |
|
|
2025
Q2 | $1.01M | Buy |
+62,600
| New | +$1.02M | ﹤0.01% | 1838 |
|
|
2025
Q1 | – | Sell |
-46,126
| Closed | -$1.43M | – | 3741 |
|
|
2024
Q4 | $1.43M | Buy |
46,126
+16,566
| +56% | +$491K | ﹤0.01% | 1374 |
|
|
2024
Q3 | $795K | Buy |
29,560
+24,230
| +455% | +$897K | ﹤0.01% | 1705 |
|
|
2024
Q2 | $239K | Buy |
+5,330
| New | +$266K | ﹤0.01% | 2539 |
|
|
2021
Q2 | – | Sell |
-31,010
| Closed | -$932K | – | 2600 |
|
|
2021
Q1 | $932K | Buy |
+31,010
| New | +$953K | ﹤0.01% | 1066 |
|
|
2020
Q3 | – | Sell |
-15,010
| Closed | -$208K | – | 2281 |
|
|
2020
Q2 | $208K | Buy |
+15,010
| New | +$235K | ﹤0.01% | 1506 |
|
|
2018
Q3 | – | Sell |
-560
| Closed | -$108K | – | 2180 |
|
|
2018
Q2 | $108K | Buy |
+560
| New | +$105K | ﹤0.01% | 1759 |
|
|
2017
Q3 | – | Sell |
-10
| Closed | -$2K | – | 3684 |
|
|
2017
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 4342 |
|
|
2017
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 4191 |
|
|
2016
Q4 | $3K | Sell |
10
-5
| -33% | -$1.37K | ﹤0.01% | 4177 |
|
|
2016
Q3 | $4K | Buy |
15
+5
| +50% | +$1.14K | ﹤0.01% | 4004 |
|
|
2016
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 4059 |
|
|
2016
Q1 | $2K | Sell |
10
-3
| -23% | -$408 | ﹤0.01% | 3998 |
|
|
2015
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 4081 |
|
|
2015
Q3 | $2K | Buy |
+13
| New | +$2.57K | ﹤0.01% | 3986 |
|
|
2015
Q2 | – | Sell |
-8
| Closed | -$2K | – | 2995 |
|
|
2015
Q1 | $2K | Sell |
8
-5
| -38% | -$1.14K | ﹤0.01% | 3913 |
|
|
2014
Q4 | $3K | Sell |
13
-37
| -74% | -$11.2K | ﹤0.01% | 3731 |
|
|
2014
Q3 | $22K | Buy |
50
+45
| +900% | +$22.9K | ﹤0.01% | 2491 |
|
|
2014
Q2 | $3K | Buy |
+5
| New | +$2.83K | ﹤0.01% | 3425 |
|
Other funds holding VTLE
Creative Planning's VTLE Position: Q4 2025 in Review
Creative Planning sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 70,800 shares — an estimated $1.2M sold.
Creative Planning first reported a position in VTLE in Q2 2014 and held it in 20 quarters. The position peaked at $1.43M in Q4 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.
- Creative Planning reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
- Creative Planning sold 70,800 Vital Energy shares in Q4 2025, an estimated $1.2M.
- Creative Planning first reported a position in Vital Energy in Q2 2014 and held it in 20 quarters.
- Creative Planning's Vital Energy position peaked at $1.43M in Q4 2024.
- 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.
Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.