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Avantax Advisory Services’s Vista Energy VIST Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-6,170
Closed -$287K – 2441
2025
Q1 		$287K Sell
6,170
-1,150
-16% -$59.5K ﹤0.01% 1861
2024
Q4 		$396K Buy
+7,320
New +$377K ﹤0.01% 1599

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Avantax Advisory Services's VIST Position: Q2 2025 in Review

Avantax Advisory Services sold out of Vista Energy (VIST) in Q2 2025, closing a stake of 6,170 shares — an estimated $287K sold.

Avantax Advisory Services first reported a position in VIST in Q4 2024 and held it in 2 quarters. The position peaked at $396K in Q4 2024. 156 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

  • Avantax Advisory Services reported no remaining Vista Energy position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 6,170 Vista Energy shares in Q2 2025, an estimated $287K.
  • Avantax Advisory Services first reported a position in Vista Energy in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Vista Energy position peaked at $396K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.