Tidemark’s Vista Energy VIST Stock Holding History

Tidemark’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	-198	Closed	-$9.22K	–	754
2025 Q1	$9.22K	Hold	198	–	–	﹤0.01%	449
2024 Q4	$10.7K	Hold	198	–	–	﹤0.01%	432
2024 Q3	$8.75K	Hold	198	–	–	﹤0.01%	447
2024 Q2	$9.01K	Buy	+198	New	+$8.76K	﹤0.01%	426

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

Tidemark's VIST Position: Q2 2025 in Review

Tidemark sold out of Vista Energy (VIST) in Q2 2025, closing a stake of 198 shares — an estimated $9.22K sold.

Tidemark first reported a position in VIST in Q2 2024 and held it in 4 quarters. The position peaked at $10.7K in Q4 2024. 156 funds tracked by Wall St. Rank hold VIST as of Q2 2025.

Tidemark reported no remaining Vista Energy position as of Q2 2025 after selling out during the quarter.
Tidemark sold 198 Vista Energy shares in Q2 2025, an estimated $9.22K.
Tidemark first reported a position in Vista Energy in Q2 2024 and held it in 4 quarters.
Tidemark's Vista Energy position peaked at $10.7K in Q4 2024.
156 funds tracked by Wall St. Rank held Vista Energy as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.