North Star Investment Management’s Vitesse Energy VTS Stock Holding History

North Star 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	$2.41M	Buy	153,082 +18,028	+13%	+$319K	0.13%	161
2026 Q1	$2.45M	Buy	135,054 +94,244	+231%	+$1.9M	0.15%	154
2025 Q4	$786K	Buy	40,810 +3,000	+8%	+$64K	0.05%	276
2025 Q3	$878K	Buy	37,810 +190	+0.5%	+$4.67K	0.06%	254
2025 Q2	$831K	Hold	37,620	–	–	0.06%	253
2025 Q1	$925K	Buy	37,620 +2,620	+7%	+$67.1K	0.07%	233
2024 Q4	$875K	Buy	+35,000	New	+$914K	0.06%	252
2024 Q3	–	Sell	-58	Closed	-$1.38K	–	1214
2024 Q2	$1.38K	Hold	58	–	–	﹤0.01%	1071
2024 Q1	$1.38K	Hold	58	–	–	﹤0.01%	1130
2023 Q4	$1.27K	Hold	58	–	–	﹤0.01%	1093
2023 Q3	$1.33K	Hold	58	–	–	﹤0.01%	1106
2023 Q2	$1.3K	Hold	58	–	–	﹤0.01%	1120
2023 Q1	$1.1K	Buy	+58	New	+$1K	﹤0.01%	1153

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

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 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

North Star Investment Management's VTS Position: Q2 2026 in Review

North Star Investment Management increased its Vitesse Energy (VTS) stake by 13% in Q2 2026, buying an estimated $319K and bringing the position to 153,082 shares worth $2.41M. The position accounts for 0.13% of the portfolio, ranked #161.

North Star Investment Management first reported a position in VTS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.45M in Q1 2026. 61 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

North Star Investment Management held 153,082 shares of Vitesse Energy worth $2.41M as of Q2 2026.
North Star Investment Management bought 18,028 Vitesse Energy shares in Q2 2026, an estimated $319K.
Vitesse Energy made up 0.13% of North Star Investment Management's portfolio in Q2 2026, its #161 holding.
North Star Investment Management first reported a position in Vitesse Energy in Q1 2023 and has held it in 13 quarters since.
North Star Investment Management's Vitesse Energy position peaked at $2.45M in Q1 2026.
61 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.