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Whittier Trust’s Vitesse Energy VTS Stock Holding History

Whittier Trust’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
Q1 		– Sell
-9
Closed -$225 – 1567
2024
Q4 		$225 Buy
+9
New +$235 ﹤0.01% 1527
2024
Q3 		– Sell
-23
Closed -$545 – 1587
2024
Q2 		$545 Hold
23
– – ﹤0.01% 1487
2024
Q1 		$545 Hold
23
– – ﹤0.01% 1478
2023
Q4 		$503 Hold
23
– – ﹤0.01% 1473
2023
Q3 		$526 Hold
23
– – ﹤0.01% 1571
2023
Q2 		$514 Sell
23
-49
-68% -$1.02K ﹤0.01% 1514
2023
Q1 		$1.37K Buy
+72
New +$1.24K ﹤0.01% 1512

Other funds holding VTS

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Whittier Trust's VTS Position: Q1 2025 in Review

Whittier Trust sold out of Vitesse Energy (VTS) in Q1 2025, closing a stake of 9 shares — an estimated $225 sold.

Whittier Trust first reported a position in VTS in Q1 2023 and held it in 7 quarters. The position peaked at $1.37K in Q1 2023. 248 funds tracked by Wall St. Rank hold VTS as of Q1 2025.

  • Whittier Trust reported no remaining Vitesse Energy position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 9 Vitesse Energy shares in Q1 2025, an estimated $225.
  • Whittier Trust first reported a position in Vitesse Energy in Q1 2023 and held it in 7 quarters.
  • Whittier Trust's Vitesse Energy position peaked at $1.37K in Q1 2023.
  • 248 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.