Wells Fargo
VIVK

Wells Fargo’s Vivakor VIVK Stock Holding History

Wells Fargo’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
2024
Q4 		– Sell
-2
Closed -$9.24K – 7202
2024
Q3 		$9.24K Hold
2
– – ﹤0.01% 5811
2024
Q2 		$12K Buy
+2
New +$10.7K ﹤0.01% 5712
2024
Q1 		– Hold
0
– – – 6616
2023
Q4 		– Hold
0
– – – 6802
2023
Q3 		– Hold
0
– – – 6821
2023
Q2 		– Hold
0
– – – 7354
2023
Q1 		– Hold
0
– – – 7427
2022
Q4 		– Hold
0
– – – 7345
2022
Q3 		– Hold
0
– – – 7442
2022
Q2 		– Hold
0
– – – 7567

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Wells Fargo's VIVK Position: Q4 2024 in Review

Wells Fargo sold out of Vivakor (VIVK) in Q4 2024, closing a stake of 2 shares — an estimated $9.24K sold.

Wells Fargo first reported a position in VIVK in Q2 2024 and held it in 2 quarters. The position peaked at $12K in Q2 2024. 14 funds tracked by Wall St. Rank hold VIVK as of Q4 2024.

  • Wells Fargo reported no remaining Vivakor position as of Q4 2024 after selling out during the quarter.
  • Wells Fargo sold 2 Vivakor shares in Q4 2024, an estimated $9.24K.
  • Wells Fargo first reported a position in Vivakor in Q2 2024 and held it in 2 quarters.
  • Wells Fargo's Vivakor position peaked at $12K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Vivakor as of Q4 2024.

Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.