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D.A. Davidson & Co’s Vista Energy VIST Stock Holding History

D.A. Davidson & Co’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
-9,599
Closed -$447K – 1506
2025
Q1 		$447K Buy
9,599
+1,577
+20% +$81.6K ﹤0.01% 1077
2024
Q4 		$434K Buy
+8,022
New +$413K ﹤0.01% 1064

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ninety One (UK)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

D.A. Davidson & Co's VIST Position: Q2 2025 in Review

D.A. Davidson & Co sold out of Vista Energy (VIST) in Q2 2025, closing a stake of 9,599 shares — an estimated $447K sold.

D.A. Davidson & Co first reported a position in VIST in Q4 2024 and held it in 2 quarters. The position peaked at $447K in Q1 2025. 156 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

  • D.A. Davidson & Co reported no remaining Vista Energy position as of Q2 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,599 Vista Energy shares in Q2 2025, an estimated $447K.
  • D.A. Davidson & Co first reported a position in Vista Energy in Q4 2024 and held it in 2 quarters.
  • D.A. Davidson & Co's Vista Energy position peaked at $447K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on D.A. Davidson & Co's 13F filing for Q2 2025, filed 30 Jul 2025.