LPL Financial
VIST icon

LPL Financial’s Vista Energy VIST Stock Holding History

LPL Financial’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 		$271K Buy
+3,593
New +$210K ﹤0.01% 5258
2025
Q3 		– Sell
-7,686
Closed -$367K – 5997
2025
Q2 		$367K Sell
7,686
-742
-9% -$35.1K ﹤0.01% 4623
2025
Q1 		$392K Sell
8,428
-6,366
-43% -$329K ﹤0.01% 4382
2024
Q4 		$801K Buy
14,794
+5,298
+56% +$273K ﹤0.01% 3687
2024
Q3 		$420K Buy
9,496
+200
+2% +$9.39K ﹤0.01% 4154
2024
Q2 		$423K Sell
9,296
-9,805
-51% -$434K ﹤0.01% 4000
2024
Q1 		$790K Buy
19,101
+10,463
+121% +$364K ﹤0.01% 3397
2023
Q4 		$255K Sell
8,638
-29,943
-78% -$883K ﹤0.01% 4216
2023
Q3 		$1.17M Sell
38,581
-40,011
-51% -$1.05M ﹤0.01% 2761
2023
Q2 		$1.9M Buy
78,592
+12,566
+19% +$273K ﹤0.01% 2299
2023
Q1 		$1.31M Buy
66,026
+27,906
+73% +$478K ﹤0.01% 2528
2022
Q4 		$597K Sell
38,120
-160
-0.4% -$2.1K ﹤0.01% 3090
2022
Q3 		$361K Buy
+38,280
New +$329K ﹤0.01% 3426

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ADIC
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Fidelity International
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return