Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vista Energy VIST Stock Holding History

Carson Wealth (CWM LLC)’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
-60
Closed -$3K – 5222
2024
Q4 		$3K Buy
+60
New +$3.09K ﹤0.01% 4465

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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VIST Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Vista Energy (VIST) in Q1 2025, closing a stake of 60 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in VIST in Q4 2024 and held it in 1 quarter. The position peaked at $3K in Q4 2024. 159 funds tracked by Wall St. Rank hold VIST as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Vista Energy position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 60 Vista Energy shares in Q1 2025, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Vista Energy in Q4 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Vista Energy position peaked at $3K in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Vista Energy as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.