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Poehling Capital Management’s Vitesse Energy VTS Stock Holding History

Poehling Capital 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
2023
Q3 		– Sell
-14,008
Closed -$314K – 127
2023
Q2 		$314K Sell
14,008
-184
-1% -$3.84K 0.11% 97
2023
Q1 		$270K Buy
+14,192
New +$245K 0.09% 106

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Poehling Capital Management's VTS Position: Q3 2023 in Review

Poehling Capital Management sold out of Vitesse Energy (VTS) in Q3 2023, closing a stake of 14,008 shares — an estimated $314K sold.

Poehling Capital Management first reported a position in VTS in Q1 2023 and held it in 2 quarters. The position peaked at $314K in Q2 2023. 216 funds tracked by Wall St. Rank hold VTS as of Q3 2023.

  • Poehling Capital Management reported no remaining Vitesse Energy position as of Q3 2023 after selling out during the quarter.
  • Poehling Capital Management sold 14,008 Vitesse Energy shares in Q3 2023, an estimated $314K.
  • Poehling Capital Management first reported a position in Vitesse Energy in Q1 2023 and held it in 2 quarters.
  • Poehling Capital Management's Vitesse Energy position peaked at $314K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2023.

Based on Poehling Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.