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
Q2 		$317K Buy
4,969
+1,376
+38% +$96.9K ﹤0.01% 5410
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

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

LPL Financial's VIST Position: Q2 2026 in Review

LPL Financial increased its Vista Energy (VIST) stake by 38% in Q2 2026, buying an estimated $96.9K and bringing the position to 4,969 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #5410.

LPL Financial first reported a position in VIST in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.9M in Q2 2023. 226 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • LPL Financial held 4,969 shares of Vista Energy worth $317K as of Q2 2026.
  • LPL Financial bought 1,376 Vista Energy shares in Q2 2026, an estimated $96.9K.
  • Vista Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5410 holding.
  • LPL Financial first reported a position in Vista Energy in Q3 2022 and has held it in 14 quarters since.
  • LPL Financial's Vista Energy position peaked at $1.9M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.