SWS Partners’s Vertex Energy, Inc VTNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,100
Closed -$494 120
2024
Q4
$494 Buy
+14,100
New +$1.5K ﹤0.01% 118
2023
Q2
Sell
-14,100
Closed -$139K 119
2023
Q1
$139K Buy
+14,100
New +$112K 0.05% 117

Other funds holding VTNR

SWS Partners's VTNR Position: Q1 2025 in Review

SWS Partners sold out of Vertex Energy, Inc (VTNR) in Q1 2025, closing a stake of 14,100 shares — an estimated $494 sold.

SWS Partners first reported a position in VTNR in Q1 2023 and held it in 2 quarters. The position peaked at $139K in Q1 2023. 1 fund tracked by Wall St. Rank holds VTNR as of Q1 2025.

  • SWS Partners reported no remaining Vertex Energy, Inc position as of Q1 2025 after selling out during the quarter.
  • SWS Partners sold 14,100 Vertex Energy, Inc shares in Q1 2025, an estimated $494.
  • SWS Partners first reported a position in Vertex Energy, Inc in Q1 2023 and held it in 2 quarters.
  • SWS Partners's Vertex Energy, Inc position peaked at $139K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Vertex Energy, Inc as of Q1 2025.

Based on SWS Partners's 13F filing for Q1 2025, filed 19 May 2025.