Evelyn Partners Investment Management Services’s Vitesse Energy VTS Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.45K	Hold	300	–	–	﹤0.01%	263
2025 Q4	$5.78K	Hold	300	–	–	﹤0.01%	245
2025 Q3	$6.97K	Hold	300	–	–	﹤0.01%	245
2025 Q2	$6.63K	Hold	300	–	–	﹤0.01%	237
2025 Q1	$7.38K	Hold	300	–	–	﹤0.01%	235
2024 Q4	$7.5K	Buy	+300	New	+$7.84K	﹤0.01%	238

Other funds holding VTS

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Evelyn Partners Investment Management Services's VTS Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Vitesse Energy (VTS) position steady in Q1 2026 at 300 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Evelyn Partners Investment Management Services first reported a position in VTS in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.5K in Q4 2024. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

Evelyn Partners Investment Management Services held 300 shares of Vitesse Energy worth $5.45K as of Q1 2026.
Evelyn Partners Investment Management Services left its Vitesse Energy share count unchanged in Q1 2026.
Vitesse Energy made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #263 holding.
Evelyn Partners Investment Management Services first reported a position in Vitesse Energy in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Vitesse Energy position peaked at $7.5K in Q4 2024.
232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.