JFS Wealth Advisors’s Vitesse Energy VTS Stock Holding History

JFS Wealth Advisors’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 Q2	$395	Hold	25	–	–	﹤0.01%	2005
2026 Q1	$454	Hold	25	–	–	﹤0.01%	1778
2025 Q4	$482	Hold	25	–	–	﹤0.01%	1809
2025 Q3	$581	Hold	25	–	–	﹤0.01%	1735
2025 Q2	$553	Hold	25	–	–	﹤0.01%	1682
2025 Q1	$615	Hold	25	–	–	﹤0.01%	1744
2024 Q4	$625	Hold	25	–	–	﹤0.01%	1755
2024 Q3	$601	Hold	25	–	–	﹤0.01%	1773
2024 Q2	$593	Hold	25	–	–	﹤0.01%	1781
2024 Q1	$594	Hold	25	–	–	﹤0.01%	1757
2023 Q4	$548	Hold	25	–	–	﹤0.01%	1786
2023 Q3	$573	Hold	25	–	–	﹤0.01%	1722
2023 Q2	$560	Hold	25	–	–	﹤0.01%	1740
2023 Q1	$476	Buy	+25	New	+$431	﹤0.01%	1726

Other funds holding VTS

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JFS Wealth Advisors's VTS Position: Q2 2026 in Review

JFS Wealth Advisors held its Vitesse Energy (VTS) position steady in Q2 2026 at 25 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

JFS Wealth Advisors first reported a position in VTS in Q1 2023 and has held it in 14 quarters since. The position peaked at $625 in Q4 2024. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

JFS Wealth Advisors held 25 shares of Vitesse Energy worth $395 as of Q2 2026.
JFS Wealth Advisors left its Vitesse Energy share count unchanged in Q2 2026.
Vitesse Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2005 holding.
JFS Wealth Advisors first reported a position in Vitesse Energy in Q1 2023 and has held it in 14 quarters since.
JFS Wealth Advisors's Vitesse Energy position peaked at $625 in Q4 2024.
234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.