WJA
VTNR

Willis Johnson & Associates’s Vertex Energy, Inc VTNR Stock Holding History

Willis Johnson & Associates’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
-17,784
Closed -$2.06K – 182
2024
Q3 		$2.06K Hold
17,784
– – ﹤0.01% 170
2024
Q2 		$16.8K Sell
17,784
-2,250
-11% -$2.64K ﹤0.01% 156
2024
Q1 		$28K Buy
+20,034
New +$32K ﹤0.01% 160

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 $405M AUM 26.81% 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

Willis Johnson & Associates's VTNR Position: Q4 2024 in Review

Willis Johnson & Associates sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 17,784 shares — an estimated $2.06K sold.

Willis Johnson & Associates first reported a position in VTNR in Q1 2024 and held it in 3 quarters. The position peaked at $28K in Q1 2024. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Willis Johnson & Associates reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Willis Johnson & Associates sold 17,784 Vertex Energy, Inc shares in Q4 2024, an estimated $2.06K.
  • Willis Johnson & Associates first reported a position in Vertex Energy, Inc in Q1 2024 and held it in 3 quarters.
  • Willis Johnson & Associates's Vertex Energy, Inc position peaked at $28K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Willis Johnson & Associates's 13F filing for Q4 2024, filed 14 Feb 2025.