Financial Gravity Companies’s Vista Energy VIST Stock Holding History

Financial Gravity Companies’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	$813	Buy	+17	New	+$804	﹤0.01%	812
2024 Q4	$1.3K	Buy	24 +15	+167%	+$773	﹤0.01%	798
2024 Q3	$398	Buy	+9	New	+$423	﹤0.01%	607

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

Financial Gravity Companies's VIST Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vista Energy (VIST) in Q2 2025: 17 shares worth $813. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VIST as recently as Q4 2024.

Financial Gravity Companies first reported a position in VIST in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.3K in Q4 2024. 156 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

Financial Gravity Companies held 17 shares of Vista Energy worth $813 as of Q2 2025.
Vista Energy was a new Financial Gravity Companies position in Q2 2025.
Vista Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #812 holding.
Financial Gravity Companies first reported a position in Vista Energy in Q3 2024 and has held it in 3 quarters since.
Financial Gravity Companies's Vista Energy position peaked at $1.3K in Q4 2024.
156 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.