Merrion Investment Management’s Vitesse Energy VTS Stock Holding History

Merrion Investment Management’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	$1.39M	Hold	88,029	–	–	0.66%	34
2026 Q1	$1.6M	Buy	88,029 +1,000	+1%	+$20.1K	0.86%	29
2025 Q4	$1.68M	Sell	87,029 -307	-0.4%	-$6.55K	0.9%	28
2025 Q3	$2.03M	Sell	87,336 -235	-0.3%	-$5.77K	1.16%	22
2025 Q2	$1.93M	Sell	87,571 -10,279	-11%	-$225K	1.25%	22
2025 Q1	$2.41M	Buy	97,850 +7	+0%	+$179	1.73%	15
2024 Q4	$2.45M	Sell	97,843 -2,735	-3%	-$71.4K	1.7%	14
2024 Q3	$2.42M	Hold	100,578	–	–	1.59%	17
2024 Q2	$2.38M	Hold	100,578	–	–	1.64%	17
2024 Q1	$2.44M	Hold	100,578	–	–	1.74%	15
2023 Q4	$2.2M	Hold	100,578	–	–	1.73%	14
2023 Q3	$2.3M	Hold	100,578	–	–	1.99%	13
2023 Q2	$2.25M	Buy	+100,578	New	+$2.1M	1.91%	14

Other funds holding VTS

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

HWMO

Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Merrion Investment Management's VTS Position: Q2 2026 in Review

Merrion Investment Management held its Vitesse Energy (VTS) position steady in Q2 2026 at 88,029 shares worth $1.39M. The position accounts for 0.66% of the portfolio, ranked #34.

Merrion Investment Management first reported a position in VTS in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.45M in Q4 2024. 60 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

Merrion Investment Management held 88,029 shares of Vitesse Energy worth $1.39M as of Q2 2026.
Merrion Investment Management left its Vitesse Energy share count unchanged in Q2 2026.
Vitesse Energy made up 0.66% of Merrion Investment Management's portfolio in Q2 2026, its #34 holding.
Merrion Investment Management first reported a position in Vitesse Energy in Q2 2023 and has held it in 13 quarters since.
Merrion Investment Management's Vitesse Energy position peaked at $2.45M in Q4 2024.
60 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.