Lee, Danner & Bass’s Vitesse Energy VTS Stock Holding History

Lee, Danner & Bass’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	$5.32M	Sell	337,470 -9,000	-3%	-$159K	0.31%	69
2026 Q1	$6.29M	Buy	346,470 +113,000	+48%	+$2.27M	0.4%	59
2025 Q4	$4.5M	Buy	233,470 +104,990	+82%	+$2.24M	0.32%	67
2025 Q3	$2.98M	Hold	128,480	–	–	0.22%	85
2025 Q2	$2.84M	Sell	128,480 -2,000	-2%	-$43.8K	0.22%	84
2025 Q1	$3.21M	Hold	130,480	–	–	0.26%	77
2024 Q4	$3.26M	Hold	130,480	–	–	0.26%	80
2024 Q3	$3.13M	Sell	130,480 -14,235	-10%	-$351K	0.22%	87
2024 Q2	$3.43M	Buy	+144,715	New	+$3.44M	0.26%	80
2023 Q4	$3.17M	Sell	144,715 -5,000	-3%	-$115K	0.27%	82
2023 Q3	$3.43M	Hold	149,715	–	–	0.31%	70
2023 Q2	$3.35M	Sell	149,715 -1,000	-0.7%	-$20.9K	0.29%	74
2023 Q1	$2.87M	Buy	+150,715	New	+$2.6M	0.26%	82

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

Lee, Danner & Bass's VTS Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Vitesse Energy (VTS) stake by 2.6% in Q2 2026, selling an estimated $159K and leaving 337,470 shares worth $5.32M. The position accounts for 0.31% of the portfolio, ranked #69.

Lee, Danner & Bass first reported a position in VTS in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.29M in Q1 2026. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

Lee, Danner & Bass held 337,470 shares of Vitesse Energy worth $5.32M as of Q2 2026.
Lee, Danner & Bass sold 9,000 Vitesse Energy shares in Q2 2026, an estimated $159K.
Vitesse Energy made up 0.31% of Lee, Danner & Bass's portfolio in Q2 2026, its #69 holding.
Lee, Danner & Bass first reported a position in Vitesse Energy in Q1 2023 and has held it in 13 quarters since.
Lee, Danner & Bass's Vitesse Energy position peaked at $6.29M in Q1 2026.
234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.