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Savvy Advisors Inc’s Vista Energy VIST Stock Holding History

Savvy Advisors Inc’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 		– Sell
-4,192
Closed -$316K – 1335
2026
Q1 		$316K Buy
+4,192
New +$245K 0.01% 846

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

Savvy Advisors Inc's VIST Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Vista Energy (VIST) in Q2 2026, closing a stake of 4,192 shares — an estimated $316K sold.

Savvy Advisors Inc first reported a position in VIST in Q1 2026 and held it in 1 quarter. The position peaked at $316K in Q1 2026. 227 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Savvy Advisors Inc reported no remaining Vista Energy position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 4,192 Vista Energy shares in Q2 2026, an estimated $316K.
  • Savvy Advisors Inc first reported a position in Vista Energy in Q1 2026 and held it in 1 quarter.
  • Savvy Advisors Inc's Vista Energy position peaked at $316K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.