Oxford Financial Group’s Vistra VST Stock Holding History

Oxford Financial Group’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,728	Closed	-$514K	–	305
2024 Q4	$514K	Buy	+3,728	New	+$518K	0.03%	141

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Oxford Financial Group's VST Position: Q1 2025 in Review

Oxford Financial Group sold out of Vistra (VST) in Q1 2025, closing a stake of 3,728 shares — an estimated $514K sold.

Oxford Financial Group first reported a position in VST in Q4 2024 and held it in 1 quarter. The position peaked at $514K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold VST as of Q1 2025.

Oxford Financial Group reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 3,728 Vistra shares in Q1 2025, an estimated $514K.
Oxford Financial Group first reported a position in Vistra in Q4 2024 and held it in 1 quarter.
Oxford Financial Group's Vistra position peaked at $514K in Q4 2024.
1,115 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.