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
Q4 		– Sell
-752
Closed -$1.26M – 154
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

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Smith Shellnut Wilson's VIVK Position: Q4 2025 in Review

Smith Shellnut Wilson sold out of Vivakor (VIVK) in Q4 2025, closing a stake of 752 shares — an estimated $1.26M sold.

Smith Shellnut Wilson first reported a position in VIVK in Q2 2023 and held it in 10 quarters. The position peaked at $6.02M in Q2 2024. 4 funds tracked by Wall St. Rank hold VIVK as of Q4 2025.

  • Smith Shellnut Wilson reported no remaining Vivakor position as of Q4 2025 after selling out during the quarter.
  • Smith Shellnut Wilson sold 752 Vivakor shares in Q4 2025, an estimated $1.26M.
  • Smith Shellnut Wilson first reported a position in Vivakor in Q2 2023 and held it in 10 quarters.
  • Smith Shellnut Wilson's Vivakor position peaked at $6.02M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Vivakor as of Q4 2025.

Based on Smith Shellnut Wilson's 13F filing for Q4 2025, filed 3 Aug 2026.