JWA
VIST icon

JFS Wealth Advisors’s Vista Energy VIST Stock Holding History

JFS 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 		$1.28K Buy
20
+6
+43% +$422 ﹤0.01% 1747
2026
Q1 		$1.06K Sell
14
-1
-7% -$58 ﹤0.01% 1660
2025
Q4 		$730 Buy
+15
New +$678 ﹤0.01% 1754
2025
Q2 		– Sell
-41
Closed -$1.91K – 1971
2025
Q1 		$1.91K Sell
41
-5
-11% -$259 ﹤0.01% 1488
2024
Q4 		$2.49K Buy
46
+17
+59% +$876 ﹤0.01% 1388
2024
Q3 		$1.28K Buy
+29
New +$1.36K ﹤0.01% 1641

Other funds holding VIST

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return