VivakorVIVK

13F holders, Q2 2024 (June 30)
22holders +9
9new positions
0sold out
2famous investors
$2.00avg. 13F price*

At the end of Q2 2024, 22 institutions reported holding Vivakor Inc. (VIVK) in their 13F filings, up 9 from Q1 2024. 9 opened new positions and 0 sold out. The largest holders were Smith Shellnut Wilson LLC ($6.0M), Geode Capital Management, LLC ($234K) and Inscription Capital, LLC ($160K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vivakor Inc.
CUSIP
92852R403
Latest filing quarter
Q4 2025

History

Number of 13F holders

0510152025 Q1 2024: 13Q1 2024Q2 2024: 22Q2 2024Q3 2024: 21Q3 2024Q4 2024: 19Q4 2024Q1 2025: 19Q1 2025Q2 2025: 16Q2 2025Q3 2025: 19Q3 2025Q4 2025: 5Q4 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions9$330K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 209,547 shares bought and 5,344 shares sold, net +204,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Smith Shellnut Wilson LLC 2.92% No change 3,009,552 $6.0M
Geode Capital Management, LLC 0.00% Reduce -1.9% 117,160 $234K
Inscription Capital, LLC 0.03% New 80,135 $160K
Great Valley Advisor Group, Inc. 0.00% No change 69,357 $139K
Citadel Advisors 0.00% Add +151.4% 36,486 $73K
Vanguard Group Inc. 0.00% Add +144.0% 28,067 $56K
Maryland Capital Advisors Inc. 0.03% No change 24,849 $50K
Steward Partners Investment Advisory, LLC 0.00% New 24,632 $49K
CIBC Private Wealth Group LLC 0.00% No change 20,000 $44K
BlackRock Inc. 0.00% New 20,427 $41K
Ground Swell Capital, LLC 0.03% New 13,525 $27K
Northern Trust Corp. 0.00% New 12,740 $25K
Renaissance Technologies 0.00% New 10,700 $21K
Wells Fargo & Company 0.00% Add +3954.1% 6,000 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -34.0% 5,879 $12K
PNC Financial Services Group, Inc. 0.00% No change 5,464 $11K
Osaic Holdings, Inc. 0.00% New 2,000 $4K
Ashton Thomas Private Wealth, LLC 0.00% New 833 $2K
Larson Financial Group LLC 0.00% No change 335 $670
Bank of America Corp. 0.00% New 165 $330
JPMorgan Chase & Co. 0.00% No change 31 $62
UBS Group AG 0.00% No change 4 $8

"% of holder's portfolio" is VIVK's weight in each manager's 13F, not the share of Vivakor Inc. the manager owns.