Inlet Private Wealth’s Vitesse Energy VTS Stock Holding History

Inlet Private Wealth’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 Q3	$1.37M	Sell	82,250 -7,000	-8%	-$116K	0.33%	73
2026 Q2	$1.41M	Sell	89,250 -3,650	-4%	-$64.6K	0.34%	73
2026 Q1	$1.69M	Buy	92,900 +46,649	+101%	+$939K	0.43%	66
2025 Q4	$891K	Sell	46,251 -10,950	-19%	-$234K	0.21%	86
2025 Q3	$1.33M	Hold	57,201	–	–	0.3%	76
2025 Q2	$1.26M	Sell	57,201 -1,650	-3%	-$36.1K	0.31%	79
2025 Q1	$1.45M	Sell	58,851 -800	-1%	-$20.5K	0.38%	73
2024 Q4	$1.49M	Buy	59,651 +400	+0.7%	+$10.4K	0.39%	72
2024 Q3	$1.42M	Buy	59,251 +3,000	+5%	+$74K	0.36%	75
2024 Q2	$1.33M	Buy	56,251 +500	+0.9%	+$11.9K	0.36%	72
2024 Q1	$1.32M	Buy	55,751 +1,100	+2%	+$24.1K	0.37%	71
2023 Q4	$1.2M	Buy	54,651 +8,500	+18%	+$196K	0.37%	70
2023 Q3	$1.06M	Buy	46,151 +34,201	+286%	+$803K	0.35%	72
2023 Q2	$268K	Buy	+11,950	New	+$249K	0.07%	121

Other funds holding VTS

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Inlet Private Wealth's VTS Position: Q3 2026 in Review

Inlet Private Wealth reduced its Vitesse Energy (VTS) stake by 7.8% in Q3 2026, selling an estimated $116K and leaving 82,250 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #73.

Inlet Private Wealth first reported a position in VTS in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.69M in Q1 2026. 33 funds tracked by Wall St. Rank hold VTS as of Q3 2026.

Inlet Private Wealth held 82,250 shares of Vitesse Energy worth $1.37M as of Q3 2026.
Inlet Private Wealth sold 7,000 Vitesse Energy shares in Q3 2026, an estimated $116K.
Vitesse Energy made up 0.33% of Inlet Private Wealth's portfolio in Q3 2026, its #73 holding.
Inlet Private Wealth first reported a position in Vitesse Energy in Q2 2023 and has held it in 14 quarters since.
Inlet Private Wealth's Vitesse Energy position peaked at $1.69M in Q1 2026.
33 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.