RIL
VTLE

Rothschild Investment LLC’s Vital Energy VTLE Stock Holding History

Rothschild Investment LLC’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
-90
Closed -$1.52K – 3507
2025
Q3 		$1.52K Sell
90
-15
-14% -$253 ﹤0.01% 2397
2025
Q2 		$1.69K Buy
105
+75
+250% +$1.23K ﹤0.01% 2174
2025
Q1 		$637 Sell
30
-5
-14% -$145 ﹤0.01% 2539
2024
Q4 		$1.08K Buy
35
+10
+40% +$296 ﹤0.01% 2168
2024
Q3 		$673 Buy
+25
New +$925 ﹤0.01% 2385
2023
Q1 		– Sell
-5,640
Closed -$290K – 499
2022
Q4 		$290K Sell
5,640
-1,170
-17% -$72.2K 0.03% 379
2022
Q3 		$428K Sell
6,810
-620
-8% -$44.1K 0.04% 303
2022
Q2 		$512K Buy
+7,430
New +$596K 0.05% 291
2015
Q3 		– Sell
-1,135
Closed -$286K – 515
2015
Q2 		$286K Sell
1,135
-73
-6% -$20.8K 0.03% 393
2015
Q1 		$315K Buy
1,208
+105
+10% +$23.8K 0.04% 374
2014
Q4 		$228K Buy
1,103
+153
+16% +$46.3K 0.03% 436
2014
Q3 		$426K Buy
950
+365
+62% +$186K 0.05% 324
2014
Q2 		$362K Buy
585
+152
+35% +$86.2K 0.05% 314
2014
Q1 		$224K Buy
+433
New +$221K 0.03% 369

Other funds holding VTLE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
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

Rothschild Investment LLC's VTLE Position: Q4 2025 in Review

Rothschild Investment LLC sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 90 shares — an estimated $1.52K sold.

Rothschild Investment LLC first reported a position in VTLE in Q1 2014 and held it in 14 quarters. The position peaked at $512K in Q2 2022. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Rothschild Investment LLC reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 90 Vital Energy shares in Q4 2025, an estimated $1.52K.
  • Rothschild Investment LLC first reported a position in Vital Energy in Q1 2014 and held it in 14 quarters.
  • Rothschild Investment LLC's Vital Energy position peaked at $512K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.