FGAM
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Financial Gravity Asset Management’s Vista Energy VIST Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$604 Buy
+8
New +$467 ﹤0.01% 791
2025
Q4 		– Sell
-9
Closed -$310 – 947
2025
Q3 		$310 Buy
+9
New +$372 ﹤0.01% 873
2025
Q1 		$1.12K Buy
+24
New +$1.24K ﹤0.01% 867
2024
Q2 		– Sell
-402
Closed -$16.6K – 2501
2024
Q1 		$16.6K Buy
402
+165
+70% +$5.74K ﹤0.01% 588
2023
Q4 		$6.83K Buy
237
+106
+81% +$3.13K ﹤0.01% 837
2023
Q3 		$3.7K Buy
131
+107
+446% +$2.8K ﹤0.01% 659
2023
Q2 		$12.2K Buy
+24
New +$522 0.03% 260

Other funds holding VIST

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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 $43.1B AUM 23.42% 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