Private Wealth Asset Management’s Vital Energy VTLE Stock Holding History

Private Wealth Asset Management’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	-250	Closed	-$4.22K	–	1145
2025 Q3	$4.22K	Hold	250	–	–	﹤0.01%	762
2025 Q2	$4.02K	Sell	250 -22	-8%	-$360	﹤0.01%	780
2025 Q1	$5.77K	Buy	+272	New	+$7.88K	﹤0.01%	720

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 Wealth Asset Management's VTLE Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 250 shares — an estimated $4.22K sold.

Private Wealth Asset Management first reported a position in VTLE in Q1 2025 and held it in 3 quarters. The position peaked at $5.77K in Q1 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Private Wealth Asset Management reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 250 Vital Energy shares in Q4 2025, an estimated $4.22K.
Private Wealth Asset Management first reported a position in Vital Energy in Q1 2025 and held it in 3 quarters.
Private Wealth Asset Management's Vital Energy position peaked at $5.77K in Q1 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.