VTSNYSECrude Petroleum & Natural GasFiscal year ends December 31
Vitesse Energy, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$18.33+0.08 (+0.44%)
Close on Oct 19, 2026
- Market cap
- $785.49M
- P/E (TTM)
- –
- Dividend yield
- 12.27%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
66.2%
28M of 42M shares
Institutional holders
234
31 new, 26 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
5 buys · 17 sales
Net sold $7.35M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FR XIII Charlie AIV, L.P. | 2,911,384 | 7.60% | 13D (active) | Mar 7, 2025 |
| Joseph S. Steinberg | 2,863,591 | 7.40% | 13D (active) amendment | Mar 7, 2025 |
| BlackRock, Inc. | 1,945,182 | 5.00% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VTS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Reserve GP XIII Ltd | 2,911,384 | 6.91% | $45.91M | – | 100.00% |
| BlackRock, Inc. | 2,599,228 | 6.17% | $40.99M | +320,231 | 0.00% |
| Kimmeridge Energy Management Company, LLC | 1,935,698 | 4.60% | $50.53M | New | 5.95% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,814,429 | 4.31% | $28.61M | +1,121,614 | 0.03% |
| State Street Corp | 1,619,762 | 3.85% | $25.54M | +177,156 | 0.00% |
| Punch & Associates Investment Management, Inc. | 1,586,924 | 3.77% | $25.03M | +253,204 | 1.24% |
| Dimensional Fund Advisors LP | 1,409,056 | 3.35% | $22.22M | −3,109 | 0.00% |
| Vanguard Capital Management LLC | 1,390,997 | 3.30% | $21.94M | +133,205 | 0.00% |
| Vanguard Portfolio Management LLC | 1,126,802 | 2.68% | $17.77M | −473,168 | 0.00% |
| American Century Companies Inc | 1,054,700 | 2.50% | $16.63M | +9,335 | 0.01% |
| Elgethun Capital Management | 938,964 | 2.23% | $14.81M | +898,450 | 2.06% |
| Geode Capital Management, LLC | 830,367 | 1.97% | $13.10M | +109,715 | 0.00% |
| Gabelli Funds LLC | 513,533 | 1.22% | $8.10M | +238,729 | 0.05% |
| Goldman Sachs Group Inc | 416,164 | 0.99% | $6.56M | +96,854 | 0.00% |
| First Trust Advisors LP | 366,658 | 0.87% | $5.78M | +28,773 | 0.00% |
| Cannell Capital LLC | 361,693 | 0.86% | $5.70M | New | 3.82% |
| Morgan Stanley | 349,506 | 0.83% | $5.51M | −33,503 | 0.00% |
| Lee Danner & Bass Inc | 337,470 | 0.80% | $5.32M | −9,000 | 0.31% |
| Ameriprise Financial Inc | 302,299 | 0.72% | $4.77M | −179,244 | 0.00% |
| Northern Trust Corp | 283,170 | 0.67% | $4.47M | +42,662 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 234 | 28M | 66.2% | 31 / 78 | 52 / 26 | 7M | 2M |
| Q1 2026 | 232 | 22M | 52.6% | 37 / 62 | 67 / 37 | 6M | 2M |
| Q4 2025 | 238 | 21M | 50.7% | 36 / 59 | 82 / 25 | 2M | 2M |
| Q3 2025 | 234 | 21M | 50.5% | 35 / 71 | 57 / 29 | 2M | 1M |
| Q2 2025 | 229 | 20M | 47.7% | 20 / 78 | 62 / 36 | 2M | 2M |
| Q1 2025 | 248 | 20M | 47.0% | 39 / 86 | 58 / 25 | 5M | 1M |
| Q4 2024 | 236 | 17M | 39.6% | 35 / 73 | 61 / 19 | 1M | 1M |
| Q3 2024 | 224 | 16M | 38.0% | 21 / 66 | 69 / 23 | 3M | 1M |
| Q2 2024 | 228 | 16M | 37.0% | 28 / 68 | 62 / 30 | 2M | 2M |
| Q1 2024 | 235 | 16M | 38.5% | 36 / 50 | 78 / 24 | 2M | 1M |
| Q4 2023 | 225 | 16M | 37.4% | 31 / 50 | 78 / 21 | 2M | 2M |
| Q3 2023 | 216 | 15M | 35.3% | 20 / 53 | 73 / 19 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VTS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,009,087 | 2.40% | $15.91M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 855,266 | 2.03% | $14.78M | 0.05% | May 31, 2026 |
| iShares Russell 2000 ETF | 852,021 | 2.02% | $13.44M | 0.02% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | 830,952 | 1.97% | $13.10M | 0.45% | Jun 30, 2026 |
| Global X SuperDividend U.S. ETF | 712,104 | 1.69% | $11.11M | 1.42% | Jul 31, 2026 |
| Global X SuperDividend ETF | 642,913 | 1.53% | $10.03M | 0.83% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 365,746 | 0.87% | $5.71M | 0.02% | Jul 31, 2026 |
| First Trust Natural Gas ETF | 364,559 | 0.87% | $5.75M | 0.97% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 359,048 | 0.85% | $5.66M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 352,007 | 0.84% | $5.55M | 0.01% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 329,500 | 0.78% | $5.69M | 0.05% | May 31, 2026 |
| The Gabelli Global Financial Services Fund | 313,767 | 0.75% | $4.95M | 3.46% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 313,590 | 0.74% | $4.95M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 227,240 | 0.54% | $3.58M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 222,404 | 0.53% | $3.47M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jamie Brett Benard | CEO & PRESIDENT, Director | 87,576 | 0.21% | May 5, 2026 |
| Robert W. Gerrity | Chief Executive Officer, Director | 1,189,213 | 2.82% | Feb 26, 2026 |
| James P. Henderson | Chief Financial Officer | 202,477 | 0.48% | May 5, 2026 |
| Brian Cree | President & Interim CEO | 392,967 | 0.93% | Apr 1, 2026 |
| Michael Sabol | VP - SEC and Financial Rprtng | 64,914 | 0.15% | Jan 16, 2026 |
| Mike Morella | VP - Chief Accounting Officer | 82,413 | 0.20% | Jan 16, 2026 |
| Michael Scott Regan | General Counsel and Secretary | 53,760 | 0.13% | Mar 6, 2025 |
| Brian P. Friedman | Director | 1,132,304 | 2.69% | Aug 10, 2026 |
| Joseph S. Steinberg | Director | 2,774,515 | 6.59% | Jun 17, 2026 |
| Leary Dan O | Director | 40,855 | 0.10% | Jun 8, 2026 |
| Randy I. Stein | Director | 26,855 | 0.06% | Jun 8, 2026 |
| Cathleen M. Osborn | Director | 26,855 | 0.06% | Jun 8, 2026 |
| Linda Adamany | Director | 34,388 | 0.08% | Jun 8, 2026 |
| Michael Bruce Chernoff | Director | 1,709,274 | 4.06% | May 2, 2025 |
| Gary Duane Reaves | Director | – | – | Mar 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian P. Friedman Director | Aug 7, 2026 | Gift | −59,619 | – | – | 467,384 |
| Joseph S. Steinberg Director | Jun 15, 2026 | Buy | +40,882 | $16.16 | $660.65K | 108,500 |
| Cathleen M. Osborn Director | Jun 5, 2026 | Award | +7,066 | – | – | 26,855 |
| Randy I. Stein Director | Jun 5, 2026 | Award | +7,066 | – | – | 26,855 |
| Brian P. Friedman Director | Jun 5, 2026 | Award | +7,066 | – | – | 527,003 |
| Joseph S. Steinberg Director | Jun 5, 2026 | Award | +7,066 | – | – | 67,618 |
| Linda Adamany Director | Jun 5, 2026 | Award | +7,066 | – | – | 34,388 |
| Leary Dan O Director | Jun 5, 2026 | Award | +7,066 | – | – | 40,855 |
| Joseph S. Steinberg Director | May 28, 2026 | Buy | +59,118 | $17.00 | $1.01M | 60,552 |
| James P. Henderson Chief Financial Officer | May 1, 2026 | Award | +26,273 | – | – | 202,477 |
| Jamie Brett Benard CEO & PRESIDENT, Director | May 1, 2026 | Award | +87,576 | – | – | 87,576 |
| James P. Henderson Chief Financial Officer | Mar 31, 2026 | Buy | +5,000 | $18.67 | $93.35K | 176,204 |
| Brian Cree President & Interim CEO | Mar 31, 2026 | Sale | −50,000 | $18.51 | $925.50K | 392,967 |
| Leary Dan O Director | Mar 31, 2026 | Buy | +10,000 | $18.56 | $185.60K | 33,789 |
| James P. Henderson Chief Financial Officer | Mar 30, 2026 | Buy | +5,000 | $18.71 | $93.55K | 171,204 |
| Brian Cree President & Interim CEO | Mar 30, 2026 | Sale | −70,142 | $18.65 | $1.31M | 442,967 |
| Brian Cree President & Interim CEO | Mar 26, 2026 | Award | +54,166 | – | – | 513,109 |
| Robert W. Gerrity Chief Executive Officer, Director | Feb 24, 2026 | Sale(10b5-1 plan) | −9,951 | $22.35 | $222.40K | 362,040 |
| Brian Cree President | Feb 24, 2026 | Sale(10b5-1 plan) | −5,282 | $22.33 | $117.95K | 458,943 |
| James P. Henderson Chief Financial Officer | Feb 24, 2026 | Sale(10b5-1 plan) | −2,366 | $22.31 | $52.79K | 166,204 |
| Brian Cree President | Jan 21, 2026 | Sale(10b5-1 plan) | −1,440 | $19.69 | $28.35K | 464,225 |
| Robert W. Gerrity Chief Executive Officer, Director | Jan 21, 2026 | Sale(10b5-1 plan) | −36,785 | $19.67 | $723.56K | 371,991 |
| Brian Cree President | Jan 20, 2026 | Sale(10b5-1 plan) | −18,000 | $19.33 | $347.94K | 465,665 |
| Robert W. Gerrity Chief Executive Officer, Director | Jan 20, 2026 | Sale(10b5-1 plan) | −45,463 | $19.29 | $876.98K | 408,776 |
| Brian Cree President | Jan 16, 2026 | Sale(10b5-1 plan) | −19,824 | $19.37 | $383.99K | 483,665 |
| Robert W. Gerrity Chief Executive Officer, Director | Jan 16, 2026 | Sale(10b5-1 plan) | −31,460 | $19.39 | $610.01K | 454,239 |
| Brian Cree President | Jan 15, 2026 | Sale(10b5-1 plan) | −16,190 | $19.82 | $320.89K | 503,489 |
| Robert W. Gerrity Chief Executive Officer, Director | Jan 15, 2026 | Sale(10b5-1 plan) | −28,994 | $19.83 | $574.95K | 485,699 |
| Brian Cree President | Jan 14, 2026 | Sale(10b5-1 plan) | −43,216 | $20.12 | $869.51K | 519,679 |
| Robert W. Gerrity Chief Executive Officer, Director | Jan 14, 2026 | Sale(10b5-1 plan) | −90,737 | $20.14 | $1.83M | 514,693 |
| Mike Morella VP - Chief Accounting Officer | Jan 14, 2026 | Sale(10b5-1 plan) | −5,202 | $20.13 | $104.72K | 82,413 |
| Michael Sabol VP - SEC and Financial Rprtng | Jan 14, 2026 | Sale(10b5-1 plan) | −4,497 | $20.14 | $90.57K | 64,914 |
| Mike Morella VP - Chief Accounting Officer | Jan 13, 2026 | Award | +6,000 | – | – | 87,615 |
| Michael Sabol VP - SEC and Financial Rprtng | Jan 13, 2026 | Award | +6,000 | – | – | 69,411 |
| James P. Henderson Chief Financial Officer | Sep 2, 2025 | Sale | −23,515 | $26.44 | $621.74K | 168,570 |
| Robert W. Gerrity Chief Executive Officer, Director | Jun 9, 2025 | Buy | +10,000 | $23.29 | $232.90K | 827,173 |
| Joseph S. Steinberg Director | May 1, 2025 | Award | +5,952 | – | – | 384,604 |
| Leary Dan O Director | May 1, 2025 | Award | +5,952 | – | – | 23,789 |
| Cathleen M. Osborn Director | May 1, 2025 | Award | +5,952 | – | – | 19,789 |
| Linda Adamany Director | May 1, 2025 | Award | +5,952 | – | – | 27,322 |
| Brian P. Friedman Director | May 1, 2025 | Award | +5,952 | – | – | 419,937 |
| Randy I. Stein Director | May 1, 2025 | Award | +5,952 | – | – | 19,789 |
| Michael Bruce Chernoff Director | May 1, 2025 | Award | +5,952 | – | – | 9,235 |
| Robert W. Gerrity Chief Executive Officer, Director | Mar 18, 2025 | Gift | −321,862 | – | – | 605,430 |
| Robert W. Gerrity Chief Executive Officer, Director | Mar 18, 2025 | Gift | +321,862 | – | – | 817,173 |
| Michael Bruce Chernoff Director | Mar 10, 2025 | Award | +760 | – | – | 3,283 |
| Michael Bruce Chernoff Director | Mar 7, 2025 | Award | +1,487,944 | – | – | 1,487,944 |
| Michael Bruce Chernoff Director | Mar 7, 2025 | Award | +2,523 | – | – | 2,523 |
| Michael Bruce Chernoff Director | Mar 7, 2025 | Award | +211,686 | – | – | 211,686 |
| Michael Bruce Chernoff Director | Mar 7, 2025 | Award | +409 | – | – | 409 |
| James P. Henderson Chief Financial Officer | Mar 5, 2025 | Award | +11,280 | – | – | 192,085 |
| Robert W. Gerrity Chief Executive Officer, Director | Mar 5, 2025 | Award | +30,078 | – | – | 927,292 |
| Michael Scott Regan General Counsel and Secretary | Mar 5, 2025 | Award | +3,760 | – | – | 53,760 |
| Brian Cree President | Mar 5, 2025 | Award | +18,047 | – | – | 562,895 |
| Brian Cree President | Feb 23, 2025 | Tax withholding | −2,635 | $26.32 | $69.35K | 544,848 |
| James P. Henderson Chief Financial Officer | Feb 23, 2025 | Tax withholding | −1,276 | $26.32 | $33.58K | 180,805 |
| Robert W. Gerrity Chief Executive Officer, Director | Feb 23, 2025 | Tax withholding | −5,547 | $26.32 | $146.00K | 897,214 |
| Mike Morella VP - Chief Accounting Officer | Jan 14, 2025 | Sale(10b5-1 plan) | −8,143 | $26.69 | $217.34K | 81,615 |
| Michael Sabol VP - SEC and Financial Rprtng | Jan 14, 2025 | Sale(10b5-1 plan) | −6,714 | $26.70 | $179.26K | 63,411 |
| Michael Sabol VP - SEC and Financial Rprtng | Jan 13, 2025 | Award | +6,000 | – | – | 70,125 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian Cree Former Officer | Aug 17, 2026 | 75,000 | $1.24M | Aug 17, 2026 | Compensation |
| Brian Cree Former Officer | Aug 14, 2026 | 50,000 | $811.76K | Aug 14, 2026 | Compensation |
| Cree Brian OFFICER | Jun 29, 2026 | 18,054 | $285.07K | Jul 1, 2026 | EMPLOYEE RESTRICTED STOCK UNITS |
| Michael Bruce Chernoff FORMER DIRECTOR | Jun 10, 2026 | 70,262 | $1.26M | Jun 10, 2026 | PLAN OF ARRANGEMENT |
| Michael Bruce Chernoff FORMER DIRECTOR | Jun 2, 2026 | 13,468 | $246.18K | Jun 2, 2026 | PLAN OF ARRANGEMENT |
| Michael Bruce Chernoff FORMER DIRECTOR | May 28, 2026 | 100,000 | $1.70M | May 28, 2026 | PLAN OF ARRANGEMENT |
| Michael Bruce Chernoff FORMER DIRECTOR | May 27, 2026 | 100,000 | $1.71M | May 27, 2026 | PLAN OF ARRANGEMENT |
| Robert W. Gerrity Former Officer/director | May 20, 2026 | 2,092 | $38.74K | May 20, 2026 | Compensation |
| Robert W. Gerrity Former Officer/director | May 19, 2026 | 63,056 | $1.17M | May 19, 2026 | Compensation |
| Michael Bruce Chernoff FORMER DIRECTOR | May 19, 2026 | 100,000 | $1.84M | May 19, 2026 | PLAN OF ARRANGEMENT |
| Robert W. Gerrity Former Officer/director | May 18, 2026 | 115,644 | $2.14M | May 18, 2026 | Compensation |
| Robert W. Gerrity Former Officer/director | May 15, 2026 | 204,021 | $3.77M | May 15, 2026 | Compensation |
| Michael Bruce Chernoff Director | May 4, 2026 | 50,000 | $959.09K | May 4, 2026 | PLAN OF ARRANGEMENT |
| Michael Bruce Chernoff Director | Apr 30, 2026 | 9,796 | $186.05K | Apr 30, 2026 | PLAN OF ARRANGEMENT |
| Michael Bruce Chernoff Director | Apr 28, 2026 | 100,000 | $1.86M | Apr 28, 2026 | PLAN OF ARRANGEMENT |