B. Riley Wealth Advisors’s Vista Energy VIST Stock Holding History

B. Riley Wealth Advisors’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	-10,976	Closed	-$511K	–	1372
2025 Q1	$511K	Buy	10,976 +2,843	+35%	+$147K	0.02%	752
2024 Q4	$440K	Sell	8,133 -3,327	-29%	-$171K	0.01%	739
2024 Q3	$522K	Sell	11,460 -138	-1%	-$6.48K	0.01%	729
2024 Q2	$527K	Sell	11,598 -163	-1%	-$7.21K	0.01%	790
2024 Q1	$357K	Sell	11,761 -50	-0.4%	-$1.74K	0.01%	959
2023 Q4	$349K	Buy	11,811 +50	+0.4%	+$1.48K	0.01%	984
2023 Q3	$357K	Sell	11,761 -4,000	-25%	-$105K	0.01%	959
2023 Q2	$380K	Buy	+15,761	New	+$343K	0.01%	998

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

B. Riley Wealth Advisors's VIST Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Vista Energy (VIST) in Q2 2025, closing a stake of 10,976 shares — an estimated $511K sold.

B. Riley Wealth Advisors first reported a position in VIST in Q2 2023 and held it in 8 quarters. The position peaked at $527K in Q2 2024. 157 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Vista Energy position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,976 Vista Energy shares in Q2 2025, an estimated $511K.
B. Riley Wealth Advisors first reported a position in Vista Energy in Q2 2023 and held it in 8 quarters.
B. Riley Wealth Advisors's Vista Energy position peaked at $527K in Q2 2024.
157 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.