Kestra Advisory Services’s Vitesse Energy VTS Stock Holding History

Kestra Advisory 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	$295K	Sell	16,270 -4,978	-23%	-$100K	﹤0.01%	2638
2025 Q4	$409K	Buy	21,248 +1,099	+5%	+$23.5K	﹤0.01%	2302
2025 Q3	$468K	Sell	20,149 -3,039	-13%	-$74.7K	﹤0.01%	2111
2025 Q2	$512K	Sell	23,188 -153	-0.7%	-$3.35K	﹤0.01%	1953
2025 Q1	$574K	Buy	23,341 +11	+0%	+$282	﹤0.01%	1723
2024 Q4	$583K	Sell	23,330 -1,910	-8%	-$49.9K	﹤0.01%	1774
2024 Q3	$606K	Sell	25,240 -2,461	-9%	-$60.7K	﹤0.01%	1645
2024 Q2	$657K	Buy	27,701 +120	+0.4%	+$2.85K	﹤0.01%	1603
2024 Q1	$654K	Buy	27,581 +2,794	+11%	+$61.3K	﹤0.01%	1491
2023 Q4	$543K	Sell	24,787 -21,878	-47%	-$505K	﹤0.01%	1482
2023 Q3	$1.07M	Buy	+46,665	New	+$1.1M	0.01%	964

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

Kestra Advisory Services's VTS Position: Q1 2026 in Review

Kestra Advisory Services reduced its Vitesse Energy (VTS) stake by 23% in Q1 2026, selling an estimated $100K and leaving 16,270 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Kestra Advisory Services first reported a position in VTS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2023. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

Kestra Advisory Services held 16,270 shares of Vitesse Energy worth $295K as of Q1 2026.
Kestra Advisory Services sold 4,978 Vitesse Energy shares in Q1 2026, an estimated $100K.
Vitesse Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2638 holding.
Kestra Advisory Services first reported a position in Vitesse Energy in Q3 2023 and has held it in 11 quarters since.
Kestra Advisory Services's Vitesse Energy position peaked at $1.07M in Q3 2023.
232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.