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SeaCrest Wealth Management’s Vista Energy VIST Stock Holding History

SeaCrest Wealth 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
2025
Q3 		– Sell
-16,960
Closed -$811K – 678
2025
Q2 		$811K Buy
16,960
+11,694
+222% +$553K 0.09% 210
2025
Q1 		$245K Buy
+5,266
New +$272K 0.03% 557

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

SeaCrest Wealth Management's VIST Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Vista Energy (VIST) in Q3 2025, closing a stake of 16,960 shares — an estimated $811K sold.

SeaCrest Wealth Management first reported a position in VIST in Q1 2025 and held it in 2 quarters. The position peaked at $811K in Q2 2025. 141 funds tracked by Wall St. Rank hold VIST as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Vista Energy position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 16,960 Vista Energy shares in Q3 2025, an estimated $811K.
  • SeaCrest Wealth Management first reported a position in Vista Energy in Q1 2025 and held it in 2 quarters.
  • SeaCrest Wealth Management's Vista Energy position peaked at $811K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Vista Energy as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.