Arvest Investments, Inc. Managed Portfolio Ser Tortoise Transaction History

Arvest Investments, Inc.

$664 Billion
Q2 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 15, 2025	BUY	$34.32 - $37.26 $284,375 - $308,736	8,286 Added 2.0%	421,932 $15.3 Billion
Q4 2024 Feb 11, 2025	SELL	$31.7 - $36.82 $552,562 - $641,809	-17,431 Reduced 4.04%	413,646 $14.1 Billion
Q3 2024 Nov 04, 2024	SELL	$28.68 - $32.0 $6.82 Million - $7.61 Million	-237,869 Reduced 35.56%	431,077 $13.5 Billion
Q2 2024 Aug 08, 2024	SELL	$26.63 - $29.03 $820,070 - $893,978	-30,795 Reduced 4.4%	668,946 $19.3 Billion
Q1 2024 Apr 19, 2024	BUY	$25.32 - $27.96 $15,951 - $17,614	630 Added 0.09%	699,741 $19.6 Billion
Q4 2023 Jan 24, 2024	BUY	$23.59 - $26.45 $16.5 Million - $18.5 Million	699,111 New	699,111 $18.1 Billion

Others Institutions Holding TPYP

# of Institutions

25

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.6 Million
3.87% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

229K
Shares

$8.06 Million
1.61% of portfolio
Mariner, LLC Overland Park, KS

199K
Shares

$7.01 Million
0.01% of portfolio
Icon Wealth Partners, LLC

165K
Shares

$5.79 Million
0.46% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

153K
Shares

$5.39 Million
0.01% of portfolio

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