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	–	2411
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	–	2409
2022 Q3	$965K	Buy	+102,473	New	+$881K	0.06%	216

Other funds holding VIST

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return