TSWM
VTLE

Tyler-Stone Wealth Management’s Vital Energy VTLE Stock Holding History

Tyler-Stone Wealth 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
Q2 		$424K Sell
26,340
-400
-1% -$6.54K 0.07% 212
2025
Q1 		$567K Sell
26,740
-6,700
-20% -$194K 0.1% 177
2024
Q4 		$1.03M Buy
33,440
+8,050
+32% +$239K 0.18% 104
2024
Q3 		$683K Buy
25,390
+14,245
+128% +$527K 0.13% 149
2024
Q2 		$500K Buy
11,145
+3,400
+44% +$169K 0.21% 95
2024
Q1 		$407K Buy
7,745
+945
+14% +$43.8K 0.18% 116
2023
Q4 		$309K Buy
6,800
+560
+9% +$26.8K 0.15% 130
2023
Q3 		$346K Buy
6,240
+960
+18% +$51.6K 0.2% 101
2023
Q2 		$238K Buy
+5,280
New +$239K 0.13% 143
2022
Q4 		$271K Sell
5,280
-100
-2% -$6.17K 0.18% 120
2022
Q3 		$338K Buy
5,380
+100
+2% +$7.11K 0.26% 85
2022
Q2 		$364K Buy
5,280
+600
+13% +$48.1K 0.24% 88
2022
Q1 		$370K Buy
4,680
+3,380
+260% +$245K 0.2% 105
2021
Q4 		$78K Buy
+1,300
New +$91.7K 0.04% 301

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Tyler-Stone Wealth Management's VTLE Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Vital Energy (VTLE) stake by 1.5% in Q2 2025, selling an estimated $6.54K and leaving 26,340 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #212.

Tyler-Stone Wealth Management first reported a position in VTLE in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2024. 218 funds tracked by Wall St. Rank hold VTLE as of Q2 2025.

  • Tyler-Stone Wealth Management held 26,340 shares of Vital Energy worth $424K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 400 Vital Energy shares in Q2 2025, an estimated $6.54K.
  • Vital Energy made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #212 holding.
  • Tyler-Stone Wealth Management first reported a position in Vital Energy in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Vital Energy position peaked at $1.03M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Vital Energy as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.