Heritage Wealth Management, Inc.

Position in VTS — Vitesse Energy, Inc.

CIK 1944755 CINCINNATI, OH

Position in VTS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$176,592

-$107,612 QoQ

Shares Held

11,198

-28.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#110

of 232 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $2,438,644 across 3 Oil & Gas E&P names. VTS ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	19,820	$2,060,487
2	OXY	Occidental Petroleum Corp /De/	4,150	$201,565
3	VTS	Vitesse Energy, Inc. This page	11,198	$176,592

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$176,592	11,198	-28.4%	Shares	Sole	2026-07-28
2026-03-31	$284,204	15,650	-5.9%	Shares	Sole	2026-04-20
2025-12-31	$320,390	16,635	-7.9%	Shares	Sole	2026-01-26
2025-09-30	$419,719	18,068	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$398,790	18,053	-7.6%	Shares	Sole	2025-08-14
2025-03-31	$480,464	19,539	-1.7%	Shares	Sole	2025-04-29
2024-12-31	$496,900	19,876	-4.7%	Shares	Sole	2025-02-05
2024-09-30	$501,153	20,864	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$494,192	20,852	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.