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Perigon Wealth Management’s Vista Energy VIST Stock Holding History

Perigon Wealth Management’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
-59,846
Closed -$2.91M – 1415
2025
Q4 		$2.91M Buy
+59,846
New +$2.71M 0.05% 287

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
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 $60.8B AUM 22.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Perigon Wealth Management's VIST Position: Q1 2026 in Review

Perigon Wealth Management sold out of Vista Energy (VIST) in Q1 2026, closing a stake of 59,846 shares — an estimated $2.91M sold.

Perigon Wealth Management first reported a position in VIST in Q4 2025 and held it in 1 quarter. The position peaked at $2.91M in Q4 2025. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

  • Perigon Wealth Management reported no remaining Vista Energy position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 59,846 Vista Energy shares in Q1 2026, an estimated $2.91M.
  • Perigon Wealth Management first reported a position in Vista Energy in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Vista Energy position peaked at $2.91M in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.