Sigma Planning Corp’s Vista Energy VIST Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-25,254	Closed	-$1.18M	–	1340
2025 Q1	$1.18M	Sell	25,254 -5,185	-17%	-$268K	0.04%	439
2024 Q4	$1.65M	Buy	30,439 +5,130	+20%	+$264K	0.05%	332
2024 Q3	$1.12M	Buy	25,309 +10,355	+69%	+$486K	0.03%	466
2024 Q2	$680K	Buy	14,954 +529	+4%	+$23.4K	0.02%	603
2024 Q1	$597K	Buy	14,425 +1,750	+14%	+$60.9K	0.02%	691
2023 Q4	$374K	Buy	12,675 +1,990	+19%	+$58.7K	0.03%	561
2023 Q3	$325K	Sell	10,685 -2,275	-18%	-$59.5K	0.01%	890
2023 Q2	$313K	Buy	12,960 +1,810	+16%	+$39.4K	0.01%	917
2023 Q1	$221K	Buy	+11,150	New	+$191K	0.01%	1130

Other funds holding VIST

AMCI

Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Sigma Planning Corp's VIST Position: Q2 2025 in Review

Sigma Planning Corp sold out of Vista Energy (VIST) in Q2 2025, closing a stake of 25,254 shares — an estimated $1.18M sold.

Sigma Planning Corp first reported a position in VIST in Q1 2023 and held it in 9 quarters. The position peaked at $1.65M in Q4 2024. 156 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

Sigma Planning Corp reported no remaining Vista Energy position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 25,254 Vista Energy shares in Q2 2025, an estimated $1.18M.
Sigma Planning Corp first reported a position in Vista Energy in Q1 2023 and held it in 9 quarters.
Sigma Planning Corp's Vista Energy position peaked at $1.65M in Q4 2024.
156 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.