VivakorVIVK

13F holders, Q4 2024 (December 31)
19holders −2
1new positions
3sold out
$1.22avg. 13F price*

At the end of Q4 2024, 19 institutions reported holding Vivakor Inc. (VIVK) in their 13F filings, down 2 from Q3 2024. 1 opened new positions and 3 sold out. The largest holders were Smith Shellnut Wilson LLC ($3.7M), Vanguard Group Inc. ($245K) and Geode Capital Management, LLC ($155K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$15K
Exits3$72K

All 13F filers, Q3 2024 → Q4 2024: 121,483 shares bought and 54,672 shares sold, net +66,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Smith Shellnut Wilson LLC 1.63% No change 3,009,552 $3.7M
Vanguard Group Inc. 0.00% Add +112.3% 204,375 $245K
Geode Capital Management, LLC 0.00% Add +0.3% 129,524 $155K
Great Valley Advisor Group, Inc. 0.00% No change 69,357 $85K
Steward Partners Investment Advisory, LLC 0.00% No change 37,774 $46K
BlackRock, Inc. 0.00% Add +0.6% 26,591 $32K
Maryland Capital Advisors Inc. 0.01% No change 24,849 $30K
CIBC Private Wealth Group LLC 0.00% No change 20,000 $23K
Northern Trust Corp. 0.00% No change 12,740 $16K
Kingswood Wealth Advisors, LLC 0.00% New 12,000 $15K
TCFG Wealth Management, LLC 0.01% No change 11,097 $14K
Holistic Financial Partners 0.01% No change 10,000 $12K
Tower Research Capital LLC (TRC) 0.00% Add +27.3% 3,782 $5K
Osaic Holdings, Inc. 0.00% No change 2,000 $2K
Larson Financial Group LLC 0.00% No change 335 $409
Bank of America Corp. 0.00% Reduce -91.1% 101 $123
JPMorgan Chase & Co. 0.00% No change 30 $36
UBS Group AG 0.00% Reduce -99.9% 4 $5
SBI Securities Co., Ltd. 0.00% — 2 $2

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