Private Trust Company’s Vital Energy VTLE Stock Holding History

Private Trust Company’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-106	Closed	-$1.79K	–	2680
2025 Q3	$1.79K	Sell	106 -51	-32%	-$862	﹤0.01%	2360
2025 Q2	$2.53K	Hold	157	–	–	﹤0.01%	2221
2025 Q1	$3.33K	Hold	157	–	–	﹤0.01%	2169
2024 Q4	$4.85K	Buy	157 +33	+27%	+$978	﹤0.01%	1987
2024 Q3	$3.34K	Buy	+124	New	+$4.59K	﹤0.01%	2069
2014 Q4	–	Sell	-2	Closed	-$1K	–	1163
2014 Q3	$1K	Buy	+2	New	+$1.02K	﹤0.01%	1796
2013 Q4	–	Sell	-2	Closed	-$1K	–	1816
2013 Q3	$1K	Buy	+2	New	+$978	﹤0.01%	1616

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Private Trust Company's VTLE Position: Q4 2025 in Review

Private Trust Company sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 106 shares — an estimated $1.79K sold.

Private Trust Company first reported a position in VTLE in Q3 2013 and held it in 7 quarters. The position peaked at $4.85K in Q4 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Private Trust Company reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Private Trust Company sold 106 Vital Energy shares in Q4 2025, an estimated $1.79K.
Private Trust Company first reported a position in Vital Energy in Q3 2013 and held it in 7 quarters.
Private Trust Company's Vital Energy position peaked at $4.85K in Q4 2024.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.