4Wealth Advisors’s Diamondback Energy FANG Stock Holding History

4Wealth Advisors’s Portfolio FANG Stock Details FANG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,127	Closed	-$340K	–	135
2025 Q1	$340K	Sell	2,127 -105	-5%	-$16.9K	0.37%	96
2024 Q4	$366K	Buy	+2,232	New	+$393K	0.37%	91

Other funds holding FANG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

4Wealth Advisors's FANG Position: Q2 2025 in Review

4Wealth Advisors sold out of Diamondback Energy (FANG) in Q2 2025, closing a stake of 2,127 shares — an estimated $340K sold.

4Wealth Advisors first reported a position in FANG in Q4 2024 and held it in 2 quarters. The position peaked at $366K in Q4 2024. 1,094 funds tracked by Wall St. Rank hold FANG as of Q2 2025.

4Wealth Advisors reported no remaining Diamondback Energy position as of Q2 2025 after selling out during the quarter.
4Wealth Advisors sold 2,127 Diamondback Energy shares in Q2 2025, an estimated $340K.
4Wealth Advisors first reported a position in Diamondback Energy in Q4 2024 and held it in 2 quarters.
4Wealth Advisors's Diamondback Energy position peaked at $366K in Q4 2024.
1,094 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2025.

Based on 4Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.