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Activest Wealth Management’s Vista Energy VIST Stock Holding History

Activest Wealth Management’s Portfolio VIST Stock Details VIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Sell
4,563
-1,213
-21% -$85.4K 0.06% 101
2026
Q1 		$436K Sell
5,776
-903
-14% -$52.7K 0.08% 100
2025
Q4 		$325K Sell
6,679
-13,787
-67% -$623K 0.06% 114
2025
Q3 		$704K Hold
20,466
– – 0.14% 64
2025
Q2 		$978K Hold
20,466
– – 0.24% 46
2025
Q1 		$953K Buy
20,466
+4,799
+31% +$248K 0.26% 48
2024
Q4 		$848K Buy
15,667
+14,090
+893% +$726K 0.24% 48
2024
Q3 		$69.7K Hold
1,577
– – 0.02% 150
2024
Q2 		$71.7K Buy
1,577
+720
+84% +$31.9K 0.02% 143
2024
Q1 		$35.5K Buy
+857
New +$29.8K 0.02% 137
2023
Q1 		– Sell
-8,469
Closed -$133K – 557
2022
Q4 		$133K Sell
8,469
-15,855
-65% -$208K 0.04% 114
2022
Q3 		$229K Buy
+24,324
New +$209K 0.07% 73

Other funds holding VIST

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
PCM
Ping Capital Management New York $401M AUM 32.08% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Activest Wealth Management's VIST Position: Q2 2026 in Review

Activest Wealth Management reduced its Vista Energy (VIST) stake by 21% in Q2 2026, selling an estimated $85.4K and leaving 4,563 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #101.

Activest Wealth Management first reported a position in VIST in Q3 2022 and has held it in 12 quarters since. The position peaked at $978K in Q2 2025. 34 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Activest Wealth Management held 4,563 shares of Vista Energy worth $291K as of Q2 2026.
  • Activest Wealth Management sold 1,213 Vista Energy shares in Q2 2026, an estimated $85.4K.
  • Vista Energy made up 0.06% of Activest Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Activest Wealth Management first reported a position in Vista Energy in Q3 2022 and has held it in 12 quarters since.
  • Activest Wealth Management's Vista Energy position peaked at $978K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.