Stokes Family Office’s Vista Energy VIST Stock Holding History

Stokes Family Office’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 Q1	–	Sell	-117,050	Closed	-$6.33M	–	255
2024 Q4	$6.33M	Hold	117,050	–	–	0.68%	33
2024 Q3	$5.17M	Buy	117,050 +1,000	+0.9%	+$47K	0.57%	37
2024 Q2	$5.28M	Sell	116,050 -1,800	-2%	-$79.6K	0.62%	36
2024 Q1	$4.88M	Hold	117,850	–	–	0.61%	41
2023 Q4	$3.48M	Sell	117,850 -26,500	-18%	-$781K	0.47%	56
2023 Q3	$4.39M	Hold	144,350	–	–	0.51%	46
2023 Q2	$3.48M	Buy	144,350 +3,800	+3%	+$82.6K	0.4%	56
2023 Q1	$2.78M	Sell	140,550 -52,200	-27%	-$894K	0.35%	65
2022 Q4	$3.02M	Sell	192,750 -10,710	-5%	-$141K	0.39%	62
2022 Q3	$1.92M	Buy	203,460 +32,000	+19%	+$275K	0.27%	75
2022 Q2	$1.27M	Buy	171,460 +2,750	+2%	+$23.5K	0.17%	95
2022 Q1	$1.53M	Buy	168,710 +19,210	+13%	+$138K	0.2%	81
2021 Q4	$797K	Sell	149,500 -5,000	-3%	-$29K	0.1%	121
2021 Q3	$777K	Buy	+154,500	New	+$678K	0.11%	111

Other funds holding VIST

AMCI

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

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

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Stokes Family Office's VIST Position: Q1 2025 in Review

Stokes Family Office sold out of Vista Energy (VIST) in Q1 2025, closing a stake of 117,050 shares — an estimated $6.33M sold.

Stokes Family Office first reported a position in VIST in Q3 2021 and held it in 14 quarters. The position peaked at $6.33M in Q4 2024. 159 funds tracked by Wall St. Rank hold VIST as of Q1 2025.

Stokes Family Office reported no remaining Vista Energy position as of Q1 2025 after selling out during the quarter.
Stokes Family Office sold 117,050 Vista Energy shares in Q1 2025, an estimated $6.33M.
Stokes Family Office first reported a position in Vista Energy in Q3 2021 and held it in 14 quarters.
Stokes Family Office's Vista Energy position peaked at $6.33M in Q4 2024.
159 funds tracked by Wall St. Rank held Vista Energy as of Q1 2025.

Based on Stokes Family Office's 13F filing for Q1 2025, filed 13 May 2025.