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EP Wealth Advisors’s Diamondback Energy FANG Stock Holding History

EP 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 		$339K Buy
1,716
+333
+24% +$56.6K ﹤0.01% 1088
2025
Q4 		$208K Buy
+1,383
New +$204K ﹤0.01% 1372
2025
Q2 		$370K Buy
2,690
+160
+6% +$22.2K ﹤0.01% 913
2025
Q1 		$404K Sell
2,530
-156
-6% -$25.2K ﹤0.01% 785
2024
Q4 		$440K Sell
2,686
-2,771
-51% -$488K ﹤0.01% 731
2024
Q3 		$941K Buy
+5,457
New +$1.05M 0.01% 513

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

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

EP Wealth Advisors increased its Diamondback Energy (FANG) stake by 24% in Q1 2026, buying an estimated $56.6K and bringing the position to 1,716 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

EP Wealth Advisors first reported a position in FANG in Q3 2024 and has held it in 6 quarters since. The position peaked at $941K in Q3 2024. 1,193 funds tracked by Wall St. Rank hold FANG as of Q1 2026.

  • EP Wealth Advisors held 1,716 shares of Diamondback Energy worth $339K as of Q1 2026.
  • EP Wealth Advisors bought 333 Diamondback Energy shares in Q1 2026, an estimated $56.6K.
  • Diamondback Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1088 holding.
  • EP Wealth Advisors first reported a position in Diamondback Energy in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Diamondback Energy position peaked at $941K in Q3 2024.
  • 1,193 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.