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Virginia Estate & Retirement Planning Advisors’s Vista Energy VIST Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		– Sell
-378
Closed -$10.3K – 201
2026
Q1 		$10.3K Buy
+378
New +$22K 0.02% 98

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital World Investors
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's VIST Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of Vista Energy (VIST) in Q2 2026, closing a stake of 378 shares — an estimated $10.3K sold.

Virginia Estate & Retirement Planning Advisors first reported a position in VIST in Q1 2026 and held it in 1 quarter. The position peaked at $10.3K in Q1 2026. 225 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors reported no remaining Vista Energy position as of Q2 2026 after selling out during the quarter.
  • Virginia Estate & Retirement Planning Advisors sold 378 Vista Energy shares in Q2 2026, an estimated $10.3K.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Vista Energy in Q1 2026 and held it in 1 quarter.
  • Virginia Estate & Retirement Planning Advisors's Vista Energy position peaked at $10.3K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.