Spire Wealth Management’s Vista Energy VIST Stock Holding History

Spire 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
2026 Q3	$670K	Sell	10,248 -2,170	-17%	-$149K	0.02%	461
2026 Q2	$792K	Buy	12,418 +3,932	+46%	+$277K	0.02%	445
2026 Q1	$640K	Buy	8,486 +1,081	+15%	+$63K	0.02%	484
2025 Q4	$360K	Buy	+7,405	New	+$335K	0.01%	629
2025 Q2	–	Sell	-895	Closed	-$41.7K	–	2577
2025 Q1	$41.7K	Sell	895 -61,921	-99%	-$3.2M	﹤0.01%	1345
2024 Q4	$3.4M	Sell	62,816 -1,209	-2%	-$62.3K	0.11%	166
2024 Q3	$2.83M	Sell	64,025 -268	-0.4%	-$12.6K	0.1%	173
2024 Q2	$2.92M	Buy	+64,293	New	+$2.84M	0.1%	181
2024 Q1	–	Sell	-75,775	Closed	-$2.39M	–	2410
2023 Q4	$2.39M	Sell	75,775 -12,708	-14%	-$375K	0.08%	209
2023 Q3	$2.69M	Sell	88,483 -7,383	-8%	-$193K	0.1%	194
2023 Q2	$2.31M	Sell	95,866 -6,196	-6%	-$135K	0.09%	215
2023 Q1	$2.02M	Buy	+102,062	New	+$1.75M	0.08%	229
2022 Q4	–	Sell	-102,473	Closed	-$965K	–	2408
2022 Q3	$965K	Buy	+102,473	New	+$881K	0.06%	216

Other funds holding VIST

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return

WOCP

White Oak Capital Partners Singapore $343M AUM 6.37% 1-Year Est. Return

HCC

Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Spire Wealth Management's VIST Position: Q3 2026 in Review

Spire Wealth Management reduced its Vista Energy (VIST) stake by 17% in Q3 2026, selling an estimated $149K and leaving 10,248 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #461.

Spire Wealth Management first reported a position in VIST in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.4M in Q4 2024. 50 funds tracked by Wall St. Rank hold VIST as of Q3 2026.

Spire Wealth Management held 10,248 shares of Vista Energy worth $670K as of Q3 2026.
Spire Wealth Management sold 2,170 Vista Energy shares in Q3 2026, an estimated $149K.
Vista Energy made up 0.02% of Spire Wealth Management's portfolio in Q3 2026, its #461 holding.
Spire Wealth Management first reported a position in Vista Energy in Q3 2022 and has held it in 13 quarters since.
Spire Wealth Management's Vista Energy position peaked at $3.4M in Q4 2024.
50 funds tracked by Wall St. Rank held Vista Energy as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.