LPL Financial
VTNR

LPL Financial’s Vertex Energy, Inc VTNR Stock Holding History

LPL Financial’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
-23,654
Closed -$2.73K – 5504
2024
Q3 		$2.73K Buy
+23,654
New +$13.1K ﹤0.01% 5152
2024
Q1 		– Sell
-11,887
Closed -$40.3K – 5052
2023
Q4 		$40.3K Buy
11,887
+286
+2% +$1.12K ﹤0.01% 4674
2023
Q3 		$51.6K Hold
11,601
– – ﹤0.01% 4518
2023
Q2 		$72.5K Buy
11,601
+944
+9% +$6.65K ﹤0.01% 4384
2023
Q1 		$105K Buy
10,657
+1
+0% +$8 ﹤0.01% 4198
2022
Q4 		$66.1K Buy
10,656
+200
+2% +$1.49K ﹤0.01% 4235
2022
Q3 		$65K Sell
10,456
-323
-3% -$2.96K ﹤0.01% 4196
2022
Q2 		$113K Buy
+10,779
New +$128K ﹤0.01% 4106
2017
Q4 		– Sell
-12,023
Closed -$9K – 3082
2017
Q3 		$9K Sell
12,023
-240
-2% -$219 ﹤0.01% 2855
2017
Q2 		$13K Buy
+12,263
New +$12.7K ﹤0.01% 2780
2016
Q2 		– Sell
-14,000
Closed -$25K – 3024
2016
Q1 		$25K Hold
14,000
– – ﹤0.01% 3049
2015
Q4 		$16K Buy
+14,000
New +$28K ﹤0.01% 3119
2014
Q3 		– Sell
-79,745
Closed -$774K – 2793
2014
Q2 		$774K Buy
+79,745
New +$683K ﹤0.01% 1508

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 $2.44B AUM 23.07% 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

LPL Financial's VTNR Position: Q4 2024 in Review

LPL Financial sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 23,654 shares — an estimated $2.73K sold.

LPL Financial first reported a position in VTNR in Q2 2014 and held it in 13 quarters. The position peaked at $774K in Q2 2014. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • LPL Financial reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 23,654 Vertex Energy, Inc shares in Q4 2024, an estimated $2.73K.
  • LPL Financial first reported a position in Vertex Energy, Inc in Q2 2014 and held it in 13 quarters.
  • LPL Financial's Vertex Energy, Inc position peaked at $774K in Q2 2014.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.