Jones Financial Companies’s Veren VRN Stock Holding History

Jones Financial Companies’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	-500	Closed	-$3.33K	–	4181
2025 Q1	$3.33K	Hold	500	–	–	﹤0.01%	3099
2024 Q4	$2.57K	Sell	500 -1,569	-76%	-$8.62K	﹤0.01%	2940
2024 Q3	$12.7K	Buy	+2,069	New	+$14.8K	﹤0.01%	2130
2023 Q1	–	Sell	-19	Closed	–	–	799
2022 Q4	$0	Buy	+19	New	+$141	﹤0.01%	780

Other funds holding VRN

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

OLVIG

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

Jones Financial Companies's VRN Position: Q2 2025 in Review

Jones Financial Companies sold out of Veren (VRN) in Q2 2025, closing a stake of 500 shares — an estimated $3.33K sold.

Jones Financial Companies first reported a position in VRN in Q4 2022 and held it in 4 quarters. The position peaked at $12.7K in Q3 2024. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

Jones Financial Companies reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
Jones Financial Companies sold 500 Veren shares in Q2 2025, an estimated $3.33K.
Jones Financial Companies first reported a position in Veren in Q4 2022 and held it in 4 quarters.
Jones Financial Companies's Veren position peaked at $12.7K in Q3 2024.
2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.