Y-Intercept (HK)’s Vista Energy VIST Stock Holding History

Y-Intercept (HK)’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	-4,613	Closed	-$348K	–	2200
2026 Q1	$348K	Buy	+4,613	New	+$269K	0.01%	1344
2025 Q4	–	Sell	-11,261	Closed	-$387K	–	2014
2025 Q3	$387K	Buy	+11,261	New	+$466K	0.01%	1321
2024 Q2	–	Sell	-6,995	Closed	-$289K	–	1958
2024 Q1	$289K	Sell	6,995 -3,866	-36%	-$134K	0.02%	966
2023 Q4	$321K	Buy	+10,861	New	+$320K	0.03%	792

Other funds holding VIST

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return