Leavell Investment Management’s Vertex Energy, Inc VTNR Stock Holding History

Leavell Investment Management’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
2025 Q1	–	Sell	-42,000	Closed	-$1.47K	–	569
2024 Q4	$1.47K	Sell	42,000 -17,000	-29%	-$1.81K	﹤0.01%	538
2024 Q3	$6.82K	Sell	59,000 -1,000	-2%	-$553	﹤0.01%	536
2024 Q2	$57K	Hold	60,000	–	–	﹤0.01%	499
2024 Q1	$84K	Sell	60,000 -15,500	-21%	-$24.7K	﹤0.01%	473
2023 Q4	$256K	Sell	75,500 -9,500	-11%	-$37.3K	0.02%	427
2023 Q3	$378K	Sell	85,000 -5,500	-6%	-$28.2K	0.03%	368
2023 Q2	$566K	Buy	90,500 +2,000	+2%	+$14.1K	0.04%	316
2023 Q1	$874K	Buy	88,500 +10,500	+13%	+$83.3K	0.06%	265
2022 Q4	$484K	Buy	78,000 +3,000	+4%	+$22.4K	0.04%	315
2022 Q3	$467K	Buy	+75,000	New	+$686K	0.04%	315

Other funds holding VTNR

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

Leavell Investment Management's VTNR Position: Q1 2025 in Review

Leavell Investment Management sold out of Vertex Energy, Inc (VTNR) in Q1 2025, closing a stake of 42,000 shares — an estimated $1.47K sold.

Leavell Investment Management first reported a position in VTNR in Q3 2022 and held it in 10 quarters. The position peaked at $874K in Q1 2023. 1 fund tracked by Wall St. Rank holds VTNR as of Q1 2025.

Leavell Investment Management reported no remaining Vertex Energy, Inc position as of Q1 2025 after selling out during the quarter.
Leavell Investment Management sold 42,000 Vertex Energy, Inc shares in Q1 2025, an estimated $1.47K.
Leavell Investment Management first reported a position in Vertex Energy, Inc in Q3 2022 and held it in 10 quarters.
Leavell Investment Management's Vertex Energy, Inc position peaked at $874K in Q1 2023.
1 fund tracked by Wall St. Rank held Vertex Energy, Inc as of Q1 2025.

Based on Leavell Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.