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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

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
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Confluence Investment Management's VIST Position: Q2 2026 in Review

Confluence Investment Management increased its Vista Energy (VIST) stake by 1.7% in Q2 2026, buying an estimated $31.2K and bringing the position to 27,270 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #156.

Confluence Investment Management first reported a position in VIST in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q1 2026. 226 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Confluence Investment Management held 27,270 shares of Vista Energy worth $1.74M as of Q2 2026.
  • Confluence Investment Management bought 443 Vista Energy shares in Q2 2026, an estimated $31.2K.
  • Vista Energy made up 0.03% of Confluence Investment Management's portfolio in Q2 2026, its #156 holding.
  • Confluence Investment Management first reported a position in Vista Energy in Q3 2022 and has held it in 16 quarters since.
  • Confluence Investment Management's Vista Energy position peaked at $2.02M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.