BigSur Wealth Management’s Vista Energy VIST Stock Holding History

BigSur 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
2025 Q1	–	Sell	-14,000	Closed	-$758K	–	157
2024 Q4	$758K	Hold	14,000	–	–	0.22%	92
2024 Q3	$619K	Sell	14,000 -3,000	-18%	-$141K	0.17%	107
2024 Q2	$773K	Buy	+17,000	New	+$752K	0.24%	89

Other funds holding VIST

AMCI

Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return

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

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

OCM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

DCM

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

BigSur Wealth Management's VIST Position: Q1 2025 in Review

BigSur Wealth Management sold out of Vista Energy (VIST) in Q1 2025, closing a stake of 14,000 shares — an estimated $758K sold.

BigSur Wealth Management first reported a position in VIST in Q2 2024 and held it in 3 quarters. The position peaked at $773K in Q2 2024. 161 funds tracked by Wall St. Rank hold VIST as of Q1 2025.

BigSur Wealth Management reported no remaining Vista Energy position as of Q1 2025 after selling out during the quarter.
BigSur Wealth Management sold 14,000 Vista Energy shares in Q1 2025, an estimated $758K.
BigSur Wealth Management first reported a position in Vista Energy in Q2 2024 and held it in 3 quarters.
BigSur Wealth Management's Vista Energy position peaked at $773K in Q2 2024.
161 funds tracked by Wall St. Rank held Vista Energy as of Q1 2025.

Based on BigSur Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.