PWPS
VTS icon

Pinnacle Wealth Planning Services’s Vitesse Energy VTS Stock Holding History

Pinnacle Wealth Planning 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 		– Sell
-21
Closed -$404 – 2862
2025
Q4 		$404 Buy
+21
New +$448 ﹤0.01% 2666

Other funds holding VTS

FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's VTS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Vitesse Energy (VTS) in Q1 2026, closing a stake of 21 shares — an estimated $404 sold.

Pinnacle Wealth Planning Services first reported a position in VTS in Q4 2025 and held it in 1 quarter. The position peaked at $404 in Q4 2025. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Vitesse Energy position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 21 Vitesse Energy shares in Q1 2026, an estimated $404.
  • Pinnacle Wealth Planning Services first reported a position in Vitesse Energy in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Vitesse Energy position peaked at $404 in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.