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Private Wealth Asset Management’s Vista Energy VIST Stock Holding History

Private Wealth Asset 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
Q2 		$638 Hold
10
– – ﹤0.01% 901
2026
Q1 		$755 Hold
10
– – ﹤0.01% 889
2025
Q4 		$487 Hold
10
– – ﹤0.01% 893
2025
Q3 		$344 Buy
+10
New +$414 ﹤0.01% 907

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

Private Wealth Asset Management's VIST Position: Q2 2026 in Review

Private Wealth Asset Management held its Vista Energy (VIST) position steady in Q2 2026 at 10 shares worth $638. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Private Wealth Asset Management first reported a position in VIST in Q3 2025 and has held it in 4 quarters since. The position peaked at $755 in Q1 2026. 227 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Private Wealth Asset Management held 10 shares of Vista Energy worth $638 as of Q2 2026.
  • Private Wealth Asset Management left its Vista Energy share count unchanged in Q2 2026.
  • Vista Energy made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #901 holding.
  • Private Wealth Asset Management first reported a position in Vista Energy in Q3 2025 and has held it in 4 quarters since.
  • Private Wealth Asset Management's Vista Energy position peaked at $755 in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.