• 13F History

VISTA INVESTMENT PARTNERS LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$328M
Signature - Title
Ronald Loyd Richardson - Managing Partner
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by VISTA INVESTMENT PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VISTA INVESTMENT PARTNERS LLC reported 154 stock holdings with total value $328M as of Q1 2025. Top holdings included XOM, AAPL, SPY, SFM, and ARLP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 154 $328M +$30.1M -$28.6M +$1.46M XOM, AAPL, SPY, SFM, ARLP 13F-HR 4/17/2025, 04:17 PM
Q4 2024 149 $320M +$26.8M -$18.6M +$8.21M AAPL, XOM, SPY, ARLP, SFM 13F-HR 1/21/2025, 04:41 PM
Q3 2024 153 $312M +$22.2M -$31.7M -$9.53M XOM, AAPL, SPY, SFM, ARLP 13F-HR 10/16/2024, 03:16 PM
Q2 2024 153 $299M +$26.3M -$15.5M +$10.7M XOM, KLAC, AAPL, SPY, SFM 13F-HR 7/19/2024, 04:52 PM
Q1 2024 142 $291M +$25.2M -$29.1M -$3.87M XOM, SPY, CVX, KLAC, AAPL 13F-HR 5/16/2024, 10:46 AM
Q4 2023 139 $272M $0 $0 AAPL, XOM, CVX, SPY, ARLP 13F-HR 5/15/2024, 04:58 PM