Jones Financial Companies
VTNR

Jones Financial Companies’s Vertex Energy, Inc VTNR Stock Holding History

Jones Financial Companies’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
-879
Closed -$105 – 3547
2024
Q3 		$105 Buy
879
+339
+63% +$188 ﹤0.01% 2970
2024
Q2 		$510 Buy
+540
New +$634 ﹤0.01% 2338

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 $1.33B AUM 47.35% 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 $463M AUM 41.78% 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

Jones Financial Companies's VTNR Position: Q4 2024 in Review

Jones Financial Companies sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 879 shares — an estimated $105 sold.

Jones Financial Companies first reported a position in VTNR in Q2 2024 and held it in 2 quarters. The position peaked at $510 in Q2 2024. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Jones Financial Companies reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 879 Vertex Energy, Inc shares in Q4 2024, an estimated $105.
  • Jones Financial Companies first reported a position in Vertex Energy, Inc in Q2 2024 and held it in 2 quarters.
  • Jones Financial Companies's Vertex Energy, Inc position peaked at $510 in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.