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Pin Oak Investment Advisors’s Vitesse Energy VTS Stock Holding History

Pin Oak Investment 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
2024
Q1 		– Sell
-105
Closed -$2K – 480
2023
Q4 		$2K Hold
105
– – ﹤0.01% 440
2023
Q3 		$2K Hold
105
– – ﹤0.01% 440
2023
Q2 		$2K Hold
105
– – ﹤0.01% 434
2023
Q1 		$2K Buy
+105
New +$1.81K ﹤0.01% 407

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Pin Oak Investment Advisors's VTS Position: Q1 2024 in Review

Pin Oak Investment Advisors sold out of Vitesse Energy (VTS) in Q1 2024, closing a stake of 105 shares — an estimated $2K sold.

Pin Oak Investment Advisors first reported a position in VTS in Q1 2023 and held it in 4 quarters. The position peaked at $2K in Q4 2023. 235 funds tracked by Wall St. Rank hold VTS as of Q1 2024.

  • Pin Oak Investment Advisors reported no remaining Vitesse Energy position as of Q1 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 105 Vitesse Energy shares in Q1 2024, an estimated $2K.
  • Pin Oak Investment Advisors first reported a position in Vitesse Energy in Q1 2023 and held it in 4 quarters.
  • Pin Oak Investment Advisors's Vitesse Energy position peaked at $2K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.