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Pension & Wealth Management Advisors’s Vista Energy VIST Stock Holding History

Pension & Wealth Management Advisors’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 		– Sell
-10
Closed -$487 – 569
2025
Q4 		$487 Hold
10
– – ﹤0.01% 502
2025
Q3 		$344 Hold
10
– – ﹤0.01% 522
2025
Q2 		$478 Hold
10
– – ﹤0.01% 472
2025
Q1 		$466 Hold
10
– – ﹤0.01% 454
2024
Q4 		$541 Hold
10
– – ﹤0.01% 449
2024
Q3 		$442 Hold
10
– – ﹤0.01% 353
2024
Q2 		$455 Hold
10
– – ﹤0.01% 335
2024
Q1 		$414 Hold
10
– – ﹤0.01% 328
2023
Q4 		$295 Hold
10
– – ﹤0.01% 304
2023
Q3 		$304 Buy
+10
New +$262 ﹤0.01% 254

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Pension & Wealth Management Advisors's VIST Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Vista Energy (VIST) in Q1 2026, closing a stake of 10 shares — an estimated $487 sold.

Pension & Wealth Management Advisors first reported a position in VIST in Q3 2023 and held it in 10 quarters. The position peaked at $541 in Q4 2024. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining Vista Energy position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 10 Vista Energy shares in Q1 2026, an estimated $487.
  • Pension & Wealth Management Advisors first reported a position in Vista Energy in Q3 2023 and held it in 10 quarters.
  • Pension & Wealth Management Advisors's Vista Energy position peaked at $541 in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.