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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JFS Wealth Advisors's VIST Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vista Energy (VIST) stake by 43% in Q2 2026, buying an estimated $422 and bringing the position to 20 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

JFS Wealth Advisors first reported a position in VIST in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.49K in Q4 2024. 226 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

JFS Wealth Advisors held 20 shares of Vista Energy worth $1.28K as of Q2 2026.
JFS Wealth Advisors bought 6 Vista Energy shares in Q2 2026, an estimated $422.
Vista Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1747 holding.
JFS Wealth Advisors first reported a position in Vista Energy in Q3 2024 and has held it in 6 quarters since.
JFS Wealth Advisors's Vista Energy position peaked at $2.49K in Q4 2024.
226 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.