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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
Q2 		$274K Hold
1,558
– – 0.05% 153
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CM Wealth Advisors's FANG Position: Q2 2026 in Review

CM Wealth Advisors held its Diamondback Energy (FANG) position steady in Q2 2026 at 1,558 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #153.

CM Wealth Advisors first reported a position in FANG in Q1 2024 and has held it in 4 quarters since. The position peaked at $335K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • CM Wealth Advisors held 1,558 shares of Diamondback Energy worth $274K as of Q2 2026.
  • CM Wealth Advisors left its Diamondback Energy share count unchanged in Q2 2026.
  • Diamondback Energy made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • CM Wealth Advisors first reported a position in Diamondback Energy in Q1 2024 and has held it in 4 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 Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.