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Principal Securities’s Vista Energy VIST Stock Holding History

Principal Securities’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
Q2 		– Sell
-488
Closed -$26.4K – 3892
2025
Q1 		$26.4K Hold
488
– – ﹤0.01% 2062
2024
Q4 		$26.4K Buy
488
+485
+16,167% +$25K ﹤0.01% 2057
2024
Q3 		$133 Buy
+3
New +$141 ﹤0.01% 3395

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Principal Securities's VIST Position: Q2 2025 in Review

Principal Securities sold out of Vista Energy (VIST) in Q2 2025, closing a stake of 488 shares — an estimated $26.4K sold.

Principal Securities first reported a position in VIST in Q3 2024 and held it in 3 quarters. The position peaked at $26.4K in Q1 2025. 156 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

  • Principal Securities reported no remaining Vista Energy position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 488 Vista Energy shares in Q2 2025, an estimated $26.4K.
  • Principal Securities first reported a position in Vista Energy in Q3 2024 and held it in 3 quarters.
  • Principal Securities's Vista Energy position peaked at $26.4K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.