Congress Wealth Management’s Vista Energy VIST Stock Holding History

Congress Wealth 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
2025 Q1	–	Sell	-7,980	Closed	-$432K	–	1129
2024 Q4	$432K	Sell	7,980 -527	-6%	-$27.2K	0.01%	674
2024 Q3	$376K	Buy	8,507 +1,461	+21%	+$68.6K	0.01%	691
2024 Q2	$320K	Sell	7,046 -82	-1%	-$3.63K	0.01%	601
2024 Q1	$295K	Buy	+7,128	New	+$248K	0.01%	509

Other funds holding VIST

AMCI

Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Congress Wealth Management's VIST Position: Q1 2025 in Review

Congress Wealth Management sold out of Vista Energy (VIST) in Q1 2025, closing a stake of 7,980 shares — an estimated $432K sold.

Congress Wealth Management first reported a position in VIST in Q1 2024 and held it in 4 quarters. The position peaked at $432K in Q4 2024. 159 funds tracked by Wall St. Rank hold VIST as of Q1 2025.

Congress Wealth Management reported no remaining Vista Energy position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 7,980 Vista Energy shares in Q1 2025, an estimated $432K.
Congress Wealth Management first reported a position in Vista Energy in Q1 2024 and held it in 4 quarters.
Congress Wealth Management's Vista Energy position peaked at $432K in Q4 2024.
159 funds tracked by Wall St. Rank held Vista Energy as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.