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 Q2	$23.2K	Sell	363 -149	-29%	-$10.5K	﹤0.01%	2325
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

EverSource Wealth Advisors's VIST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vista Energy (VIST) stake by 29% in Q2 2026, selling an estimated $10.5K and leaving 363 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

EverSource Wealth Advisors first reported a position in VIST in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.6K in Q1 2026. 226 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

EverSource Wealth Advisors held 363 shares of Vista Energy worth $23.2K as of Q2 2026.
EverSource Wealth Advisors sold 149 Vista Energy shares in Q2 2026, an estimated $10.5K.
Vista Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2325 holding.
EverSource Wealth Advisors first reported a position in Vista Energy in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Vista Energy position peaked at $38.6K in Q1 2026.
226 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.