West Oak Capital’s Vitesse Energy VTS Stock Holding History

West Oak Capital’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
2025 Q3	$377K	Hold	16,238	–	–	0.15%	91
2025 Q2	$359K	Sell	16,238 -95,888	-86%	-$2.1M	0.14%	92
2025 Q1	$2.76M	Buy	112,126 +3,615	+3%	+$92.5K	1.07%	25
2024 Q4	$2.71M	Hold	108,511	–	–	0.96%	23
2024 Q3	$2.61M	Hold	108,511	–	–	0.48%	31
2024 Q2	$2.57M	Sell	108,511 -47	-0%	-$1.12K	1.03%	27
2024 Q1	$2.58M	Hold	108,558	–	–	1.1%	24
2023 Q4	$2.26M	Hold	108,558	–	–	1.06%	29
2023 Q3	$2.48M	Hold	108,558	–	–	1.23%	21
2023 Q2	$2.43M	Sell	108,558 -23	-0%	-$480	1.18%	26
2023 Q1	$2.07M	Buy	+108,581	New	+$1.87M	1.05%	33

Other funds holding VTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

GoodHaven Capital Management Millburn, New Jersey $318M AUM 18.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

West Oak Capital's VTS Position: Q3 2025 in Review

West Oak Capital held its Vitesse Energy (VTS) position steady in Q3 2025 at 16,238 shares worth $377K. The position accounts for 0.15% of the portfolio, ranked #91.

West Oak Capital first reported a position in VTS in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.76M in Q1 2025. 234 funds tracked by Wall St. Rank hold VTS as of Q3 2025.

West Oak Capital held 16,238 shares of Vitesse Energy worth $377K as of Q3 2025.
West Oak Capital left its Vitesse Energy share count unchanged in Q3 2025.
Vitesse Energy made up 0.15% of West Oak Capital's portfolio in Q3 2025, its #91 holding.
West Oak Capital first reported a position in Vitesse Energy in Q1 2023 and has held it in 11 quarters since.
West Oak Capital's Vitesse Energy position peaked at $2.76M in Q1 2025.
234 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.