Fidelity Investments
VTNR

Fidelity Investments’s Vertex Energy, Inc VTNR Stock Holding History

Fidelity Investments’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
-2,037
Closed -$236 – 5914
2024
Q3 		$236 Sell
2,037
-2,289
-53% -$1.27K ﹤0.01% 5024
2024
Q2 		$4.09K Sell
4,326
-4,367
-50% -$5.13K ﹤0.01% 4602
2024
Q1 		$12.2K Buy
8,693
+7,534
+650% +$12K ﹤0.01% 4199
2023
Q4 		$3.93K Buy
1,159
+797
+220% +$3.13K ﹤0.01% 4515
2023
Q3 		$1.61K Buy
362
+74
+26% +$380 ﹤0.01% 4585
2023
Q2 		$1.8K Sell
288
-8,207
-97% -$57.8K ﹤0.01% 4619
2023
Q1 		$83.9K Buy
8,495
+8,142
+2,307% +$64.6K ﹤0.01% 3260
2022
Q4 		$2.19K Sell
353
-1,270
-78% -$9.48K ﹤0.01% 4489
2022
Q3 		$10K Buy
1,623
+1,366
+532% +$12.5K ﹤0.01% 4104
2022
Q2 		$2K Buy
+257
New +$3.05K ﹤0.01% 4624

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 $2.74B AUM 26.51% 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

Fidelity Investments's VTNR Position: Q4 2024 in Review

Fidelity Investments sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 2,037 shares — an estimated $236 sold.

Fidelity Investments first reported a position in VTNR in Q2 2022 and held it in 10 quarters. The position peaked at $83.9K in Q1 2023. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Fidelity Investments reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 2,037 Vertex Energy, Inc shares in Q4 2024, an estimated $236.
  • Fidelity Investments first reported a position in Vertex Energy, Inc in Q2 2022 and held it in 10 quarters.
  • Fidelity Investments's Vertex Energy, Inc position peaked at $83.9K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.