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
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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

B. Riley Wealth Advisors's VIST Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Vista Energy (VIST) stake by 29% in Q4 2024, selling an estimated $171K and leaving 8,133 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #739.

B. Riley Wealth Advisors first reported a position in VIST in Q2 2023 and has held it in 7 quarters since. The position peaked at $527K in Q2 2024. 182 funds tracked by Wall St. Rank hold VIST as of Q4 2024.

B. Riley Wealth Advisors held 8,133 shares of Vista Energy worth $440K as of Q4 2024.
B. Riley Wealth Advisors sold 3,327 Vista Energy shares in Q4 2024, an estimated $171K.
Vista Energy made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #739 holding.
B. Riley Wealth Advisors first reported a position in Vista Energy in Q2 2023 and has held it in 7 quarters since.
B. Riley Wealth Advisors's Vista Energy position peaked at $527K in Q2 2024.
182 funds tracked by Wall St. Rank held Vista Energy as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.