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Center for Financial Planning’s Vista Energy VIST Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-40
Closed -$1.38K – 732
2025
Q3 		$1.38K Buy
+40
New +$1.66K ﹤0.01% 608

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Center for Financial Planning's VIST Position: Q4 2025 in Review

Center for Financial Planning sold out of Vista Energy (VIST) in Q4 2025, closing a stake of 40 shares — an estimated $1.38K sold.

Center for Financial Planning first reported a position in VIST in Q3 2025 and held it in 1 quarter. The position peaked at $1.38K in Q3 2025. 147 funds tracked by Wall St. Rank hold VIST as of Q4 2025.

  • Center for Financial Planning reported no remaining Vista Energy position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 40 Vista Energy shares in Q4 2025, an estimated $1.38K.
  • Center for Financial Planning first reported a position in Vista Energy in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Vista Energy position peaked at $1.38K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Vista Energy as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.