HighTower Advisors’s Veren VRN Stock Holding History

HighTower 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	-74,168	Closed	-$491K	–	4033
2025 Q1	$491K	Buy	74,168 +21,020	+40%	+$116K	﹤0.01%	2473
2024 Q4	$273K	Sell	53,148 -57,964	-52%	-$318K	﹤0.01%	2955
2024 Q3	$685K	Buy	111,112 +64,707	+139%	+$462K	﹤0.01%	2172
2024 Q2	$365K	Buy	46,405 +3,887	+9%	+$32.7K	﹤0.01%	2563
2024 Q1	$347K	Buy	+42,518	New	+$298K	﹤0.01%	2573
2022 Q3	–	Sell	-29,027	Closed	-$204K	–	3446
2022 Q2	$204K	Buy	+29,027	New	+$228K	﹤0.01%	2630
2022 Q1	–	Sell	-229,265	Closed	-$1.22M	–	3733
2021 Q4	$1.22M	Buy	+229,265	New	+$1.12M	﹤0.01%	1662
2015 Q2	–	Sell	-68,125	Closed	-$1.48M	–	1734
2015 Q1	$1.48M	Buy	+68,125	New	+$1.55M	0.02%	678

Other funds holding VRN

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

HighTower Advisors's VRN Position: Q2 2025 in Review

HighTower Advisors sold out of Veren (VRN) in Q2 2025, closing a stake of 74,168 shares — an estimated $491K sold.

HighTower Advisors first reported a position in VRN in Q1 2015 and held it in 8 quarters. The position peaked at $1.48M in Q1 2015. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

HighTower Advisors reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
HighTower Advisors sold 74,168 Veren shares in Q2 2025, an estimated $491K.
HighTower Advisors first reported a position in Veren in Q1 2015 and held it in 8 quarters.
HighTower Advisors's Veren position peaked at $1.48M in Q1 2015.
2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.