Cypress Wealth Services, LLC VNOM — VIPER ENERGY INC

Ownership history in Cypress Wealth Services, LLC  ·  7 quarters on record

AI Ownership Summary

Cypress Wealth Services, LLC reported VIPER ENERGY INC (VNOM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows VNOM at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VNOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Wealth Services, LLC's position in VIPER ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VNOM was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VNOM stock page Cypress Wealth Services, LLC fund profile Cypress Wealth Services, LLC full holdings
How Cypress Wealth Services, LLC held VNOM — position size vs. price
% of Fund (quarterly)    VNOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,815 -20 -0.3% 0.05% $367K 2026-04-15 $46.50
2025 Q4 REDUCED 10.7% +23.1% ❌ 7,835 -936 -10.7% 0.04% $303K 2026-01-14 $37.49
2025 Q3 ADDED — — — 8,771 +75 +0.9% 0.05% $335K 2025-10-15 $35.82
2025 Q2 UNCHANGED — — — 8,696 — 0% 0.06% $332K 2025-07-28 $36.56
2025 Q1 UNCHANGED — — — 8,696 — 0% 0.08% $393K 2025-04-10 $34.57
2024 Q4 UNCHANGED — — — 8,696 — 0% 0.09% $427K 2025-01-15 $47.96
2024 Q3 INITIATED — — — 8,696 — — 0.08% $392K 2024-10-09 $46.83

🏢 Other funds also holding VNOM

As of 2026 Q1 — sorted by position size

HATCH COVE CAPITAL, LLC 7.24% Nemes Rush Group LLC 1.41% McAlvany Wealth Management LLC 0.85% MATAURO, LLC 0.23% Boyce & Associates Wealth Consulting, Inc. 3Y 0.23% Lee Financial Co 3Y 7Y 0.22% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.17% Lifestyle Asset Management, Inc. 3Y 0.15% MQS Management LLC 3Y 0.14% QV Investors Inc. 3Y 7Y 0.13%

FAQ About Cypress Wealth Services, LLC and VNOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cypress Wealth Services, LLC reported owning VNOM?

Cypress Wealth Services, LLC reported VNOM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VNOM position in Cypress Wealth Services, LLC's portfolio?

The largest reported portfolio weight for VNOM was 0.09% in 2024 Q4.

What is the latest reported VNOM position on this page?

The most recent filing on this page is 2026 Q1, when Cypress Wealth Services, LLC reported 7,815 shares, equal to 0.05% of portfolio, with an estimated market value of $367K.

What does the chart on this VNOM ownership page compare?

The chart compares Cypress Wealth Services, LLC's quarterly VNOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cypress Wealth Services, LLC time their VNOM position?

Based on 13F filing dates vs. subsequent VNOM price moves, Cypress Wealth Services, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VNOM relative to SPY over the holding period was -9.6%.

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