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Brookwood Investment Group’s Vista Energy VIST Stock Holding History

Brookwood Investment Group’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
-14,553
Closed -$678K – 524
2025
Q1 		$678K Buy
+14,553
New +$753K 0.12% 174

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

Brookwood Investment Group's VIST Position: Q2 2025 in Review

Brookwood Investment Group sold out of Vista Energy (VIST) in Q2 2025, closing a stake of 14,553 shares — an estimated $678K sold.

Brookwood Investment Group first reported a position in VIST in Q1 2025 and held it in 1 quarter. The position peaked at $678K in Q1 2025. 156 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

  • Brookwood Investment Group reported no remaining Vista Energy position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 14,553 Vista Energy shares in Q2 2025, an estimated $678K.
  • Brookwood Investment Group first reported a position in Vista Energy in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Vista Energy position peaked at $678K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.