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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Spire Wealth Management's VIST Position: Q2 2026 in Review

Spire Wealth Management increased its Vista Energy (VIST) stake by 46% in Q2 2026, buying an estimated $277K and bringing the position to 12,418 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #445.

Spire Wealth Management first reported a position in VIST in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.4M in Q4 2024. 227 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

Spire Wealth Management held 12,418 shares of Vista Energy worth $792K as of Q2 2026.
Spire Wealth Management bought 3,932 Vista Energy shares in Q2 2026, an estimated $277K.
Vista Energy made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #445 holding.
Spire Wealth Management first reported a position in Vista Energy in Q3 2022 and has held it in 12 quarters since.
Spire Wealth Management's Vista Energy position peaked at $3.4M in Q4 2024.
227 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.