Money Concepts Capital’s Vista Energy VIST Stock Holding History

Money Concepts Capital’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	$2.92M	Sell	38,745 -1,811	-4%	-$106K	0.16%	139
2025 Q4	$1.97M	Buy	40,556 +14,139	+54%	+$639K	0.11%	173
2025 Q3	$909K	Buy	26,417 +4,289	+19%	+$177K	0.06%	258
2025 Q2	$1.06M	Buy	22,128 +5,232	+31%	+$248K	0.07%	234
2025 Q1	$787K	Buy	16,896 +813	+5%	+$42K	0.06%	251
2024 Q4	$870K	Buy	16,083 +380	+2%	+$19.6K	0.06%	229
2024 Q3	$694K	Buy	15,703 +394	+3%	+$18.5K	0.05%	254
2024 Q2	$696K	Sell	15,309 -4,008	-21%	-$177K	0.06%	249
2024 Q1	$799K	Buy	19,317 +4,141	+27%	+$144K	0.07%	229
2023 Q4	$448K	Buy	+15,176	New	+$448K	0.04%	289
2023 Q1	–	Sell	-500	Closed	-$7.83K	–	2823
2022 Q4	$7.83K	Hold	500	–	–	﹤0.01%	2141
2022 Q3	$5K	Buy	+500	New	+$4.3K	﹤0.01%	1235

Other funds holding VIST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ADIC

Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Money Concepts Capital's VIST Position: Q1 2026 in Review

Money Concepts Capital reduced its Vista Energy (VIST) stake by 4.5% in Q1 2026, selling an estimated $106K and leaving 38,745 shares worth $2.92M. The position accounts for 0.16% of the portfolio, ranked #139.

Money Concepts Capital first reported a position in VIST in Q3 2022 and has held it in 12 quarters since. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

Money Concepts Capital held 38,745 shares of Vista Energy worth $2.92M as of Q1 2026.
Money Concepts Capital sold 1,811 Vista Energy shares in Q1 2026, an estimated $106K.
Vista Energy made up 0.16% of Money Concepts Capital's portfolio in Q1 2026, its #139 holding.
Money Concepts Capital first reported a position in Vista Energy in Q3 2022 and has held it in 12 quarters since.
222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.