Summit Financial Wealth Advisors »

Talos Energy shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Talos Energy (TALO) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Talos Energy

Tip: Access up to 7 years of quarterly data

All positions including Talos Energy held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Talos Energy by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $149k 15k 9.72

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding Talos Energy

BlackRock
Sourcerock Group
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Canada Pension Plan Investment Board
Webs Creek Capital Management
Citadel Advisors
Philosophy Capital Management
MacKay Shields
Ubs Global Asset Management Americas
Geode Capital Management
Charles Schwab Investment Management
Ameriprise Financial

View all funds holding Talos Energy