Custom Index Systems’s Vista Energy VIST Stock Holding History

Custom Index Systems’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 Q2	–	Sell	-7,624	Closed	-$355K	–	293
2025 Q1	$355K	Buy	7,624 +21	+0.3%	+$1.09K	0.18%	183
2024 Q4	$411K	Sell	7,603 -160	-2%	-$8.25K	0.22%	137
2024 Q3	$343K	Buy	7,763 +218	+3%	+$10.2K	0.19%	176
2024 Q2	$343K	Buy	+7,545	New	+$334K	0.2%	159

Other funds holding VIST

AMCI

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

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

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

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

OCM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 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

Custom Index Systems's VIST Position: Q2 2025 in Review

Custom Index Systems sold out of Vista Energy (VIST) in Q2 2025, closing a stake of 7,624 shares — an estimated $355K sold.

Custom Index Systems first reported a position in VIST in Q2 2024 and held it in 4 quarters. The position peaked at $411K in Q4 2024. 156 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

Custom Index Systems reported no remaining Vista Energy position as of Q2 2025 after selling out during the quarter.
Custom Index Systems sold 7,624 Vista Energy shares in Q2 2025, an estimated $355K.
Custom Index Systems first reported a position in Vista Energy in Q2 2024 and held it in 4 quarters.
Custom Index Systems's Vista Energy position peaked at $411K in Q4 2024.
156 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on Custom Index Systems's 13F filing for Q2 2025, filed 13 Aug 2025.