EWA
TALO icon

EverSource Wealth Advisors’s Talos Energy TALO Stock Holding History

EverSource Wealth Advisors’s Portfolio TALO Stock Details TALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.9K Buy
5,834
+178
+3% +$2.28K ﹤0.01% 1480
2025
Q4 		$62.3K Buy
5,656
+362
+7% +$3.79K ﹤0.01% 1606
2025
Q3 		$50.8K Sell
5,294
-1,266
-19% -$11.4K ﹤0.01% 1697
2025
Q2 		$55.6K Buy
6,560
+5,236
+395% +$42K ﹤0.01% 1549
2025
Q1 		$12.9K Buy
1,324
+1,221
+1,185% +$11.6K ﹤0.01% 1966
2024
Q4 		$1K Sell
103
-345
-77% -$3.63K ﹤0.01% 2966
2024
Q3 		$4.64K Hold
448
– – ﹤0.01% 2257
2024
Q2 		$5.3K Buy
448
+14
+3% +$175 ﹤0.01% 2202
2024
Q1 		$5.72K Buy
434
+176
+68% +$2.3K ﹤0.01% 1982
2023
Q4 		$3.67K Hold
258
– – ﹤0.01% 1981
2023
Q3 		$4.24K Hold
258
– – ﹤0.01% 1765
2023
Q2 		$3.58K Hold
258
– – ﹤0.01% 1855
2023
Q1 		$3.83K Sell
258
-75
-23% -$1.29K ﹤0.01% 1729
2022
Q4 		$6.29K Sell
333
-13
-4% -$261 ﹤0.01% 1515
2022
Q3 		$5K Buy
+346
New +$6.2K ﹤0.01% 1398

Other funds holding TALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return