EWA
VIST icon

EverSource Wealth Advisors’s Vista Energy VIST Stock Holding History

EverSource Wealth Advisors’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
Q1 		$38.6K Buy
512
+163
+47% +$9.51K ﹤0.01% 2080
2025
Q4 		$17K Buy
349
+66
+23% +$2.98K ﹤0.01% 2491
2025
Q3 		$9.73K Sell
283
-69
-20% -$2.85K ﹤0.01% 2835
2025
Q2 		$16.8K Sell
352
-301
-46% -$14.2K ﹤0.01% 2432
2025
Q1 		$30.4K Buy
653
+3
+0.5% +$155 ﹤0.01% 1473
2024
Q4 		$35.2K Buy
650
+3
+0.5% +$155 ﹤0.01% 1347
2024
Q3 		$28.6K Buy
647
+220
+52% +$10.3K ﹤0.01% 1304
2024
Q2 		$19.2K Buy
427
+174
+69% +$7.7K ﹤0.01% 1521
2024
Q1 		$10.9K Buy
253
+168
+198% +$5.84K ﹤0.01% 1646
2023
Q4 		$2.51K Buy
85
+38
+81% +$1.12K ﹤0.01% 2107
2023
Q3 		$1.43K Hold
47
– – ﹤0.01% 2108
2023
Q2 		$1.13K Hold
47
– – ﹤0.01% 2174
2023
Q1 		$930 Hold
47
– – ﹤0.01% 2129
2022
Q4 		$736 Buy
+47
New +$617 ﹤0.01% 2153

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return