Confluence Investment Management’s Vista Energy VIST Stock Holding History

Confluence Investment Management’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 Q2	$1.74M	Buy	27,270 +443	+2%	+$31.2K	0.03%	156
2026 Q1	$2.02M	Buy	26,827 +18,556	+224%	+$1.08M	0.03%	147
2025 Q4	$402K	Hold	8,271	–	–	0.01%	251
2025 Q3	$285K	Sell	8,271 -317	-4%	-$13.1K	﹤0.01%	262
2025 Q2	$411K	Sell	8,588 -580	-6%	-$27.4K	0.01%	252
2025 Q1	$427K	Sell	9,168 -2,390	-21%	-$124K	0.01%	254
2024 Q4	$625K	Hold	11,558	–	–	0.01%	235
2024 Q3	$511K	Buy	11,558 +1,516	+15%	+$71.2K	0.01%	256
2024 Q2	$457K	Sell	10,042 -297	-3%	-$13.1K	0.01%	255
2024 Q1	$428K	Sell	10,339 -219	-2%	-$7.62K	0.01%	254
2023 Q4	$312K	Sell	10,558 -7,031	-40%	-$207K	﹤0.01%	272
2023 Q3	$535K	Sell	17,589 -2,453	-12%	-$64.1K	0.01%	224
2023 Q2	$483K	Hold	20,042	–	–	0.01%	234
2023 Q1	$397K	Sell	20,042 -619	-3%	-$10.6K	0.01%	249
2022 Q4	$324K	Sell	20,661 -485	-2%	-$6.36K	﹤0.01%	262
2022 Q3	$199K	Buy	+21,146	New	+$182K	﹤0.01%	292

Other funds holding VIST

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return