Jones Financial Companies
VTLE

Jones Financial Companies’s Vital Energy VTLE Stock Holding History

Jones Financial Companies’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-150
Closed -$2.75K – 4610
2025
Q3 		$2.75K Sell
150
-500
-77% -$8.45K ﹤0.01% 3586
2025
Q2 		$10.8K Buy
650
+600
+1,200% +$9.81K ﹤0.01% 2849
2025
Q1 		$1.08K Hold
50
– – ﹤0.01% 3383
2024
Q4 		$1.55K Hold
50
– – ﹤0.01% 3058
2024
Q3 		$1.35K Hold
50
– – ﹤0.01% 2755
2024
Q2 		$2.24K Buy
+50
New +$2.49K ﹤0.01% 2133

Other funds holding VTLE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's VTLE Position: Q4 2025 in Review

Jones Financial Companies sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 150 shares — an estimated $2.75K sold.

Jones Financial Companies first reported a position in VTLE in Q2 2024 and held it in 6 quarters. The position peaked at $10.8K in Q2 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Jones Financial Companies reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 150 Vital Energy shares in Q4 2025, an estimated $2.75K.
  • Jones Financial Companies first reported a position in Vital Energy in Q2 2024 and held it in 6 quarters.
  • Jones Financial Companies's Vital Energy position peaked at $10.8K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.