SHIM
VTNR

Stone House Investment Management’s Vertex Energy, Inc VTNR Stock Holding History

Stone House Investment Management’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
-2,409
Closed -$278 – 378
2024
Q3 		$278 Hold
2,409
– – ﹤0.01% 366
2024
Q2 		$2.28K Hold
2,409
– – ﹤0.01% 323
2024
Q1 		$3.37K Hold
2,409
– – ﹤0.01% 311
2023
Q4 		$8.17K Hold
2,409
– – ﹤0.01% 170
2023
Q3 		$10.7K Hold
2,409
– – ﹤0.01% 161
2023
Q2 		$15.1K Hold
2,409
– – 0.01% 135
2023
Q1 		$23.8K Buy
+2,409
New +$19.1K 0.01% 117

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 $2.74B AUM 26.51% 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 $1.33B AUM 47.35% 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 $463M AUM 41.78% 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

Stone House Investment Management's VTNR Position: Q4 2024 in Review

Stone House Investment Management sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 2,409 shares — an estimated $278 sold.

Stone House Investment Management first reported a position in VTNR in Q1 2023 and held it in 7 quarters. The position peaked at $23.8K in Q1 2023. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Stone House Investment Management reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Stone House Investment Management sold 2,409 Vertex Energy, Inc shares in Q4 2024, an estimated $278.
  • Stone House Investment Management first reported a position in Vertex Energy, Inc in Q1 2023 and held it in 7 quarters.
  • Stone House Investment Management's Vertex Energy, Inc position peaked at $23.8K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Stone House Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.