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Schwartz Investment Counsel’s Vista Energy VIST Stock Holding History

Schwartz Investment Counsel’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
Q1 		$2.9M Buy
38,400
+8,400
+28% +$490K 0.1% 88
2025
Q4 		$1.46M Hold
30,000
– – 0.05% 105
2025
Q3 		$1.03M Buy
+30,000
New +$1.24M 0.03% 108

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Schwartz Investment Counsel's VIST Position: Q1 2026 in Review

Schwartz Investment Counsel increased its Vista Energy (VIST) stake by 28% in Q1 2026, buying an estimated $490K and bringing the position to 38,400 shares worth $2.9M. The position accounts for 0.1% of the portfolio, ranked #88.

Schwartz Investment Counsel first reported a position in VIST in Q3 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

  • Schwartz Investment Counsel held 38,400 shares of Vista Energy worth $2.9M as of Q1 2026.
  • Schwartz Investment Counsel bought 8,400 Vista Energy shares in Q1 2026, an estimated $490K.
  • Vista Energy made up 0.1% of Schwartz Investment Counsel's portfolio in Q1 2026, its #88 holding.
  • Schwartz Investment Counsel first reported a position in Vista Energy in Q3 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

Based on Schwartz Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.