Visionary Wealth Advisors’s Vista Energy VIST Stock Holding History

Visionary Wealth 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	$443K	Sell	6,947 -352	-5%	-$24.8K	0.02%	453
2026 Q1	$551K	Sell	7,299 -1,700	-19%	-$99.2K	0.02%	379
2025 Q4	$438K	Buy	+8,999	New	+$407K	0.02%	413
2025 Q3	–	Sell	-6,051	Closed	-$289K	–	624
2025 Q2	$289K	Buy	+6,051	New	+$286K	0.01%	467

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

Visionary Wealth Advisors's VIST Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Vista Energy (VIST) stake by 4.8% in Q2 2026, selling an estimated $24.8K and leaving 6,947 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #453.

Visionary Wealth Advisors first reported a position in VIST in Q2 2025 and has held it in 4 quarters since. The position peaked at $551K in Q1 2026. 226 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

Visionary Wealth Advisors held 6,947 shares of Vista Energy worth $443K as of Q2 2026.
Visionary Wealth Advisors sold 352 Vista Energy shares in Q2 2026, an estimated $24.8K.
Vista Energy made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #453 holding.
Visionary Wealth Advisors first reported a position in Vista Energy in Q2 2025 and has held it in 4 quarters since.
Visionary Wealth Advisors's Vista Energy position peaked at $551K in Q1 2026.
226 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.