Position in VIST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$792,268
+$151,830 QoQ
Shares Held
12,418
+46.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#133
of 224 holders
Holding Since
Sep 2022
12 quarters on record
Common Shares in VIST Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Spire Wealth Management holds $3,757,769 across 18 Oil & Gas E&P names. VIST ranks #3 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
10,444 | $1,085,758 | |
| 2 | EOG |
Eog Resources Inc
|
6,396 | $829,752 | |
| 3 | VIST |
Vista Energy, S.A.B. de C.V.
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|
12,418 | $792,268 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
9,444 | $373,038 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
1,588 | $279,138 | |
| 6 | DVN |
Devon Energy Corp/De
|
3,923 | $162,098 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
2,115 | $102,725 | |
| 8 | EQT |
EQT Corp
|
1,116 | $59,337 |
All Filings in VIST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,268 | 12,418 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $640,438 | 8,486 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $360,327 | 7,405 | Shares | Sole | 2026-01-14 | |
| 2025-03-31 | $41,671 | 895 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,398,973 | 62,816 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,828,624 | 64,025 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,924,045 | 64,293 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,236,120 | 75,775 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,688,998 | 88,483 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,312,287 | 95,866 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,019,806 | 102,062 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $965,295 | 102,473 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||