SSW
VIVK

Smith Shellnut Wilson’s Vivakor VIVK Stock Holding History

Smith Shellnut Wilson’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
Q3 		$1.26M Hold
752
– – 0.49% 44
2025
Q2 		$2.41M Hold
752
– – 1.04% 22
2025
Q1 		$2.26M Hold
752
– – 1.03% 25
2024
Q4 		$3.67M Hold
752
– – 1.63% 12
2024
Q3 		$4.63M Hold
752
– – 2.1% 11
2024
Q2 		$6.02M Hold
752
– – 2.92% 10
2024
Q1 		$2.38M Hold
752
– – 1.26% 21
2023
Q4 		$3.15M Hold
752
– – 1.81% 14
2023
Q3 		$3.07M Hold
752
– – 1.88% 16
2023
Q2 		$3.4M Buy
+752
New +$3.42M 1.92% 16

Other funds holding VIVK

IC
Inscription Capital Houston, Texas $951M AUM 23.82% 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
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

Smith Shellnut Wilson's VIVK Position: Q3 2025 in Review

Smith Shellnut Wilson held its Vivakor (VIVK) position steady in Q3 2025 at 752 shares worth $1.26M. The position accounts for 0.49% of the portfolio, ranked #44.

Smith Shellnut Wilson first reported a position in VIVK in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.02M in Q2 2024. 16 funds tracked by Wall St. Rank hold VIVK as of Q3 2025.

  • Smith Shellnut Wilson held 752 shares of Vivakor worth $1.26M as of Q3 2025.
  • Smith Shellnut Wilson left its Vivakor share count unchanged in Q3 2025.
  • Vivakor made up 0.49% of Smith Shellnut Wilson's portfolio in Q3 2025, its #44 holding.
  • Smith Shellnut Wilson first reported a position in Vivakor in Q2 2023 and has held it in 10 quarters since.
  • Smith Shellnut Wilson's Vivakor position peaked at $6.02M in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Vivakor as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.