GVAG
VIVK

Great Valley Advisor Group’s Vivakor VIVK Stock Holding History

Great Valley Advisor Group’s Portfolio VIVK Stock Details VIVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17
Closed -$85K – 911
2024
Q4 		$85K Hold
17
– – ﹤0.01% 830
2024
Q3 		$107K Hold
17
– – ﹤0.01% 818
2024
Q2 		$139K Hold
17
– – ﹤0.01% 757
2024
Q1 		$55K Hold
17
– – ﹤0.01% 736
2023
Q4 		$73K Hold
17
– – ﹤0.01% 693
2023
Q3 		$71K Hold
17
– – ﹤0.01% 657
2023
Q2 		$78K Hold
17
– – ﹤0.01% 687
2023
Q1 		$80K Hold
17
– – ﹤0.01% 680
2022
Q4 		$71K Hold
17
– – ﹤0.01% 671
2022
Q3 		$78K Hold
17
– – ﹤0.01% 650
2022
Q2 		$0 Buy
+17
New +$131K ﹤0.01% 725

Other funds holding VIVK

SSW
Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

Great Valley Advisor Group's VIVK Position: Q1 2025 in Review

Great Valley Advisor Group sold out of Vivakor (VIVK) in Q1 2025, closing a stake of 17 shares — an estimated $85K sold.

Great Valley Advisor Group first reported a position in VIVK in Q2 2022 and held it in 11 quarters. The position peaked at $139K in Q2 2024. 13 funds tracked by Wall St. Rank hold VIVK as of Q1 2025.

  • Great Valley Advisor Group reported no remaining Vivakor position as of Q1 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 17 Vivakor shares in Q1 2025, an estimated $85K.
  • Great Valley Advisor Group first reported a position in Vivakor in Q2 2022 and held it in 11 quarters.
  • Great Valley Advisor Group's Vivakor position peaked at $139K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Vivakor as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.