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Pinnacle Wealth Planning Services’s Vista Energy VIST Stock Holding History

Pinnacle Wealth Planning Services’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 		$39.9K Buy
625
+75
+14% +$5.28K ﹤0.01% 1427
2026
Q1 		$41.5K Buy
550
+210
+62% +$12.2K ﹤0.01% 1304
2025
Q4 		$16.5K Buy
+340
New +$15.4K ﹤0.01% 1808

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

Pinnacle Wealth Planning Services's VIST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Vista Energy (VIST) stake by 14% in Q2 2026, buying an estimated $5.28K and bringing the position to 625 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Pinnacle Wealth Planning Services first reported a position in VIST in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.5K in Q1 2026. 227 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 625 shares of Vista Energy worth $39.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 75 Vista Energy shares in Q2 2026, an estimated $5.28K.
  • Vista Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1427 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vista Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Vista Energy position peaked at $41.5K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.