LWP
VTNR

LMG Wealth Partners’s Vertex Energy, Inc VTNR Stock Holding History

LMG Wealth Partners’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
-25,985
Closed -$3K – 136
2024
Q3 		$3K Sell
25,985
-1,200
-4% -$664 ﹤0.01% 123
2024
Q2 		$25.7K Sell
27,185
-781
-3% -$917 0.01% 122
2024
Q1 		$39.2K Buy
27,966
+9,944
+55% +$15.9K 0.01% 121
2023
Q4 		$61.1K Hold
18,022
– – 0.02% 106
2023
Q3 		$80.2K Buy
18,022
+1,000
+6% +$5.13K 0.02% 102
2023
Q2 		$106K Hold
17,022
– – 0.03% 103
2023
Q1 		$168K Sell
17,022
-1,000
-6% -$7.93K 0.05% 102
2022
Q4 		$129K Buy
+18,022
New +$135K 0.04% 106

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 $1.28B AUM 38.1% 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 $405M AUM 26.81% 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

LMG Wealth Partners's VTNR Position: Q4 2024 in Review

LMG Wealth Partners sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 25,985 shares — an estimated $3K sold.

LMG Wealth Partners first reported a position in VTNR in Q4 2022 and held it in 8 quarters. The position peaked at $168K in Q1 2023. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • LMG Wealth Partners reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 25,985 Vertex Energy, Inc shares in Q4 2024, an estimated $3K.
  • LMG Wealth Partners first reported a position in Vertex Energy, Inc in Q4 2022 and held it in 8 quarters.
  • LMG Wealth Partners's Vertex Energy, Inc position peaked at $168K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on LMG Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.