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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
Q2 		$2.84M Buy
44,500
+6,100
+16% +$429K 0.09% 91
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 $1.81T 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

Schwartz Investment Counsel's VIST Position: Q2 2026 in Review

Schwartz Investment Counsel increased its Vista Energy (VIST) stake by 16% in Q2 2026, buying an estimated $429K and bringing the position to 44,500 shares worth $2.84M. The position accounts for 0.09% of the portfolio, ranked #91.

Schwartz Investment Counsel first reported a position in VIST in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q1 2026. 227 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Schwartz Investment Counsel held 44,500 shares of Vista Energy worth $2.84M as of Q2 2026.
  • Schwartz Investment Counsel bought 6,100 Vista Energy shares in Q2 2026, an estimated $429K.
  • Vista Energy made up 0.09% of Schwartz Investment Counsel's portfolio in Q2 2026, its #91 holding.
  • Schwartz Investment Counsel first reported a position in Vista Energy in Q3 2025 and has held it in 4 quarters since.
  • Schwartz Investment Counsel's Vista Energy position peaked at $2.9M in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.