Position in VIST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$443,218
-$107,637 QoQ
Shares Held
6,947
-4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#155
of 224 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIST Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Visionary Wealth Advisors holds $1,588,090 across 4 Oil & Gas E&P names. VIST ranks #2 (27.9% of the industry book) .
All Filings in VIST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,218 | 6,947 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $550,855 | 7,299 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $437,891 | 8,999 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $289,298 | 6,051 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||