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Great Valley Advisor Group’s Vista Energy VIST Stock Holding History

Great Valley Advisor Group’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 		– Sell
-3,943
Closed -$298K – 1097
2026
Q1 		$298K Buy
+3,943
New +$230K 0.01% 826

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital World Investors
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Great Valley Advisor Group's VIST Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Vista Energy (VIST) in Q2 2026, closing a stake of 3,943 shares — an estimated $298K sold.

Great Valley Advisor Group first reported a position in VIST in Q1 2026 and held it in 1 quarter. The position peaked at $298K in Q1 2026. 226 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Great Valley Advisor Group reported no remaining Vista Energy position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,943 Vista Energy shares in Q2 2026, an estimated $298K.
  • Great Valley Advisor Group first reported a position in Vista Energy in Q1 2026 and held it in 1 quarter.
  • Great Valley Advisor Group's Vista Energy position peaked at $298K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.