JFS Wealth Advisors’s Vista Energy VIST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.03K Buy
31
+11
+55% +$755 ﹤0.01% 1593
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

JFS Wealth Advisors's VIST Position: Q3 2026 in Review

JFS Wealth Advisors increased its Vista Energy (VIST) stake by 55% in Q3 2026, buying an estimated $755 and bringing the position to 31 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

JFS Wealth Advisors first reported a position in VIST in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.49K in Q4 2024. 125 funds tracked by Wall St. Rank hold VIST as of Q3 2026.

  • JFS Wealth Advisors held 31 shares of Vista Energy worth $2.03K as of Q3 2026.
  • JFS Wealth Advisors bought 11 Vista Energy shares in Q3 2026, an estimated $755.
  • Vista Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1593 holding.
  • JFS Wealth Advisors first reported a position in Vista Energy in Q3 2024 and has held it in 7 quarters since.
  • JFS Wealth Advisors's Vista Energy position peaked at $2.49K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Vista Energy as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.