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
2024 Q3	–	Sell	-8	Closed	-$4.05K	–	934
2024 Q2	$4.05K	Buy	+8	New	+$399	﹤0.01%	787
2024 Q1	–	Sell	-17	Closed	-$9.07K	–	1001
2023 Q4	$9.07K	Sell	17 -14	-45%	-$671	﹤0.01%	649
2023 Q3	$32K	Buy	+31	New	+$1.67K	0.02%	411
2022 Q4	$14K	Sell	35 -7	-17%	-$432	0.01%	503
2022 Q3	$45K	Sell	42 -1	-2%	-$71	0.03%	316
2022 Q2	$68K	Buy	43 +6	+16%	+$481	0.05%	283
2022 Q1	$81K	Buy	37 +28	+311%	+$2.03K	0.04%	281
2021 Q4	$13K	Buy	+9	New	+$635	0.01%	569

Other funds holding VTLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.