EWA
VRN

EverSource Wealth Advisors’s Veren VRN Stock Holding History

EverSource Wealth Advisors’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
-6,156
Closed -$40.8K – 4376
2025
Q1 		$40.8K Buy
6,156
+205
+3% +$1.13K ﹤0.01% 1330
2024
Q4 		$30.6K Buy
5,951
+2,655
+81% +$14.6K ﹤0.01% 1405
2024
Q3 		$20.3K Sell
3,296
-2,054
-38% -$14.7K ﹤0.01% 1478
2024
Q2 		$41.7K Buy
5,350
+4,701
+724% +$39.6K ﹤0.01% 1170
2024
Q1 		$5.72K Sell
649
-2,275
-78% -$15.9K ﹤0.01% 1983
2023
Q4 		$20.3K Buy
2,924
+599
+26% +$4.42K ﹤0.01% 1226
2023
Q3 		$19.3K Hold
2,325
– – ﹤0.01% 1138
2023
Q2 		$15.6K Buy
2,325
+2,170
+1,400% +$15.1K ﹤0.01% 1242
2023
Q1 		$1.09K Buy
+155
New +$1.07K ﹤0.01% 2089
2022
Q3 		– Sell
-6,965
Closed -$50K – 2164
2022
Q2 		$50K Buy
+6,965
New +$54.6K 0.01% 634

Other funds holding VRN

PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

EverSource Wealth Advisors's VRN Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Veren (VRN) in Q2 2025, closing a stake of 6,156 shares — an estimated $40.8K sold.

EverSource Wealth Advisors first reported a position in VRN in Q2 2022 and held it in 10 quarters. The position peaked at $50K in Q2 2022. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6,156 Veren shares in Q2 2025, an estimated $40.8K.
  • EverSource Wealth Advisors first reported a position in Veren in Q2 2022 and held it in 10 quarters.
  • EverSource Wealth Advisors's Veren position peaked at $50K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.