LPL Financial’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-15,013
| Closed | -$254K | – | 6080 |
|
|
2025
Q3 | $254K | Sell |
15,013
-2,882
| -16% | -$48.7K | ﹤0.01% | 5182 |
|
|
2025
Q2 | $288K | Buy |
17,895
+2,865
| +19% | +$46.8K | ﹤0.01% | 4799 |
|
|
2025
Q1 | $319K | Sell |
15,030
-75,268
| -83% | -$2.18M | ﹤0.01% | 4532 |
|
|
2024
Q4 | $2.79M | Buy |
90,298
+78,706
| +679% | +$2.33M | ﹤0.01% | 2551 |
|
|
2024
Q3 | $312K | Buy |
11,592
+930
| +9% | +$34.4K | ﹤0.01% | 4399 |
|
|
2024
Q2 | $478K | Sell |
10,662
-2,072
| -16% | -$103K | ﹤0.01% | 3912 |
|
|
2024
Q1 | $669K | Sell |
12,734
-1,948
| -13% | -$90.4K | ﹤0.01% | 3527 |
|
|
2023
Q4 | $668K | Sell |
14,682
-3,211
| -18% | -$154K | ﹤0.01% | 3420 |
|
|
2023
Q3 | $992K | Buy |
17,893
+178
| +1% | +$9.56K | ﹤0.01% | 2893 |
|
|
2023
Q2 | $800K | Buy |
17,715
+2,361
| +15% | +$107K | ﹤0.01% | 3035 |
|
|
2023
Q1 | $699K | Buy |
+15,354
| New | +$767K | ﹤0.01% | 3061 |
|
|
2022
Q4 | – | Sell |
-4,246
| Closed | -$267K | – | 4574 |
|
|
2022
Q3 | $267K | Sell |
4,246
-550
| -11% | -$39.1K | ﹤0.01% | 3699 |
|
|
2022
Q2 | $331K | Sell |
4,796
-93
| -2% | -$7.46K | ﹤0.01% | 3559 |
|
|
2022
Q1 | $387K | Buy |
4,889
+1,182
| +32% | +$85.7K | ﹤0.01% | 3382 |
|
|
2021
Q4 | $223K | Buy |
+3,707
| New | +$262K | ﹤0.01% | 3919 |
|
|
2020
Q2 | – | Sell |
-1,166
| Closed | -$9K | – | 3510 |
|
|
2020
Q1 | $9K | Sell |
1,166
-15
| -1% | -$435 | ﹤0.01% | 3180 |
|
|
2019
Q4 | $68K | Buy |
1,181
+540
| +84% | +$26.2K | ﹤0.01% | 3257 |
|
|
2019
Q3 | $31K | Buy |
641
+65
| +11% | +$3.59K | ﹤0.01% | 3233 |
|
|
2019
Q2 | $33K | Buy |
+576
| New | +$34.9K | ﹤0.01% | 3223 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$82K | – | 3256 |
|
|
2018
Q3 | $82K | Hold |
500
| – | – | ﹤0.01% | 3140 |
|
|
2018
Q2 | $96K | Buy |
+500
| New | +$93.7K | ﹤0.01% | 3109 |
|
|
2017
Q3 | – | Sell |
-925
| Closed | -$195K | – | 2940 |
|
|
2017
Q2 | $195K | Hold |
925
| – | – | ﹤0.01% | 2590 |
|
|
2017
Q1 | $269K | Hold |
925
| – | – | ﹤0.01% | 2288 |
|
|
2016
Q4 | $276K | Hold |
925
| – | – | ﹤0.01% | 2240 |
|
|
2016
Q3 | $241K | Hold |
925
| – | – | ﹤0.01% | 2284 |
|
|
2016
Q2 | $197K | Sell |
925
-925
| -50% | -$204K | ﹤0.01% | 2393 |
|
|
2016
Q1 | $276K | Buy |
1,850
+900
| +95% | +$122K | ﹤0.01% | 2574 |
|
|
2015
Q4 | $162K | Buy |
+950
| New | +$208K | ﹤0.01% | 2887 |
|
Other funds holding VTLE
LPL Financial's VTLE Position: Q4 2025 in Review
LPL Financial sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 15,013 shares — an estimated $254K sold.
LPL Financial first reported a position in VTLE in Q4 2015 and held it in 28 quarters. The position peaked at $2.79M in Q4 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.
- LPL Financial reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
- LPL Financial sold 15,013 Vital Energy shares in Q4 2025, an estimated $254K.
- LPL Financial first reported a position in Vital Energy in Q4 2015 and held it in 28 quarters.
- LPL Financial's Vital Energy position peaked at $2.79M in Q4 2024.
- 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.
Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.