Commonwealth Equity Services
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Commonwealth Equity Services’s Vista Energy VIST Stock Holding History

Commonwealth Equity Services’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
2026
Q1 		– Sell
-13,593
Closed -$661K – 4468
2025
Q4 		$661K Buy
13,593
+32
+0.2% +$1.45K ﹤0.01% 2935
2025
Q3 		$466K Sell
13,561
-6,071
-31% -$251K ﹤0.01% 3232
2025
Q2 		$939K Buy
19,632
+1,300
+7% +$61.5K ﹤0.01% 2625
2025
Q1 		$854K Buy
18,332
+8,898
+94% +$460K ﹤0.01% 2591
2024
Q4 		$510K Buy
9,434
+897
+11% +$46.2K ﹤0.01% 2930
2024
Q3 		$377K Sell
8,537
-377
-4% -$17.7K ﹤0.01% 3143
2024
Q2 		$405K Buy
8,914
+1,359
+18% +$60.1K ﹤0.01% 3023
2024
Q1 		$313K Buy
7,555
+711
+10% +$24.7K ﹤0.01% 3237
2023
Q4 		$202K Sell
6,844
-248
-3% -$7.31K ﹤0.01% 3505
2023
Q3 		$216K Buy
+7,092
New +$185K ﹤0.01% 3315
2023
Q1 		– Sell
-11,494
Closed -$180K – 3866
2022
Q4 		$180K Buy
+11,494
New +$151K ﹤0.01% 3272

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Commonwealth Equity Services's VIST Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Vista Energy (VIST) in Q1 2026, closing a stake of 13,593 shares — an estimated $661K sold.

Commonwealth Equity Services first reported a position in VIST in Q4 2022 and held it in 11 quarters. The position peaked at $939K in Q2 2025. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Vista Energy position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,593 Vista Energy shares in Q1 2026, an estimated $661K.
  • Commonwealth Equity Services first reported a position in Vista Energy in Q4 2022 and held it in 11 quarters.
  • Commonwealth Equity Services's Vista Energy position peaked at $939K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.