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CM Wealth Advisors’s Diamondback Energy FANG Stock Holding History

CM Wealth 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
2026
Q1 		$308K Hold
1,558
– – 0.07% 111
2025
Q4 		$234K Buy
+1,558
New +$230K 0.05% 131
2024
Q2 		– Sell
-1,643
Closed -$335K – 107
2024
Q1 		$335K Buy
+1,643
New +$279K 0.1% 122

Other funds holding FANG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CM Wealth Advisors's FANG Position: Q1 2026 in Review

CM Wealth Advisors held its Diamondback Energy (FANG) position steady in Q1 2026 at 1,558 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #111.

CM Wealth Advisors first reported a position in FANG in Q1 2024 and has held it in 3 quarters since. The position peaked at $335K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold FANG as of Q1 2026.

  • CM Wealth Advisors held 1,558 shares of Diamondback Energy worth $308K as of Q1 2026.
  • CM Wealth Advisors left its Diamondback Energy share count unchanged in Q1 2026.
  • Diamondback Energy made up 0.07% of CM Wealth Advisors's portfolio in Q1 2026, its #111 holding.
  • CM Wealth Advisors first reported a position in Diamondback Energy in Q1 2024 and has held it in 3 quarters since.
  • CM Wealth Advisors's Diamondback Energy position peaked at $335K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.