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Wealthspire Advisors (New York)’s Vista Energy VIST Stock Holding History

Wealthspire Advisors (New York)’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
Q3 		– Sell
-6,000
Closed -$287K – 3073
2025
Q2 		$287K Hold
6,000
– – ﹤0.01% 682
2025
Q1 		$279K Hold
6,000
– – ﹤0.01% 657
2024
Q4 		$325K Buy
+6,000
New +$309K ﹤0.01% 633

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
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
Ninety One (UK)
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Wealthspire Advisors (New York)'s VIST Position: Q3 2025 in Review

Wealthspire Advisors (New York) sold out of Vista Energy (VIST) in Q3 2025, closing a stake of 6,000 shares — an estimated $287K sold.

Wealthspire Advisors (New York) first reported a position in VIST in Q4 2024 and held it in 3 quarters. The position peaked at $325K in Q4 2024. 141 funds tracked by Wall St. Rank hold VIST as of Q3 2025.

  • Wealthspire Advisors (New York) reported no remaining Vista Energy position as of Q3 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,000 Vista Energy shares in Q3 2025, an estimated $287K.
  • Wealthspire Advisors (New York) first reported a position in Vista Energy in Q4 2024 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Vista Energy position peaked at $325K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Vista Energy as of Q3 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.