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Summit Financial Wealth Advisors’s Talos Energy TALO Stock Holding History

Summit Financial 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
2025
Q4 		– Sell
-15,286
Closed -$149K – 205
2025
Q3 		$149K Sell
15,286
-44
-0.3% -$395 0.02% 179
2025
Q2 		$130K Buy
+15,330
New +$123K 0.02% 168

Other funds holding TALO

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SG
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Summit Financial Wealth Advisors's TALO Position: Q4 2025 in Review

Summit Financial Wealth Advisors sold out of Talos Energy (TALO) in Q4 2025, closing a stake of 15,286 shares — an estimated $149K sold.

Summit Financial Wealth Advisors first reported a position in TALO in Q2 2025 and held it in 2 quarters. The position peaked at $149K in Q3 2025. 260 funds tracked by Wall St. Rank hold TALO as of Q4 2025.

  • Summit Financial Wealth Advisors reported no remaining Talos Energy position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 15,286 Talos Energy shares in Q4 2025, an estimated $149K.
  • Summit Financial Wealth Advisors first reported a position in Talos Energy in Q2 2025 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Talos Energy position peaked at $149K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Talos Energy as of Q4 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.