Commonwealth Equity Services
VIST icon

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 $1.47T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return