Precision Wealth Strategies’s Vista Energy VIST Stock Holding History

Precision Wealth Strategies’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
2025 Q1	–	Sell	-8,872	Closed	-$480K	–	124
2024 Q4	$480K	Buy	+8,872	New	+$457K	0.37%	52
2023 Q3	–	Sell	-9,364	Closed	-$226K	–	106
2023 Q2	$226K	Buy	+9,364	New	+$204K	0.37%	56
2023 Q1	–	Sell	-17,097	Closed	-$268K	–	117
2022 Q4	$268K	Buy	+17,097	New	+$224K	0.28%	75

Other funds holding VIST

AMCI

Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return

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

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Precision Wealth Strategies's VIST Position: Q1 2025 in Review

Precision Wealth Strategies sold out of Vista Energy (VIST) in Q1 2025, closing a stake of 8,872 shares — an estimated $480K sold.

Precision Wealth Strategies first reported a position in VIST in Q4 2022 and held it in 3 quarters. The position peaked at $480K in Q4 2024. 159 funds tracked by Wall St. Rank hold VIST as of Q1 2025.

Precision Wealth Strategies reported no remaining Vista Energy position as of Q1 2025 after selling out during the quarter.
Precision Wealth Strategies sold 8,872 Vista Energy shares in Q1 2025, an estimated $480K.
Precision Wealth Strategies first reported a position in Vista Energy in Q4 2022 and held it in 3 quarters.
Precision Wealth Strategies's Vista Energy position peaked at $480K in Q4 2024.
159 funds tracked by Wall St. Rank held Vista Energy as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.