PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vista Energy VIST Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	–	Sell	-10	Closed	-$487	–	569
2025 Q4	$487	Hold	10	–	–	﹤0.01%	502
2025 Q3	$344	Hold	10	–	–	﹤0.01%	522
2025 Q2	$478	Hold	10	–	–	﹤0.01%	472
2025 Q1	$466	Hold	10	–	–	﹤0.01%	454
2024 Q4	$541	Hold	10	–	–	﹤0.01%	449
2024 Q3	$442	Hold	10	–	–	﹤0.01%	353
2024 Q2	$455	Hold	10	–	–	﹤0.01%	335
2024 Q1	$414	Hold	10	–	–	﹤0.01%	328
2023 Q4	$295	Hold	10	–	–	﹤0.01%	304
2023 Q3	$304	Buy	+10	New	+$262	﹤0.01%	254

Other funds holding VIST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VIST Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vista Energy (VIST) in Q1 2026, closing a stake of 10 shares — an estimated $487 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VIST in Q3 2023 and held it in 10 quarters. The position peaked at $541 in Q4 2024. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vista Energy position as of Q1 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10 Vista Energy shares in Q1 2026, an estimated $487.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vista Energy in Q3 2023 and held it in 10 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vista Energy position peaked at $541 in Q4 2024.
222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.