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Forum Financial Management’s Viper Energy VNOM Stock Holding History

Forum Financial Management’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,573
Closed -$215K – 367
2026
Q1 		$215K Buy
+4,573
New +$196K ﹤0.01% 299
2025
Q1 		– Sell
-4,561
Closed -$224K – 939
2024
Q4 		$224K Sell
4,561
-108
-2% -$5.56K ﹤0.01% 786
2024
Q3 		$211K Buy
+4,669
New +$205K ﹤0.01% 702

Other funds holding VNOM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Forum Financial Management's VNOM Position: Q2 2026 in Review

Forum Financial Management sold out of Viper Energy (VNOM) in Q2 2026, closing a stake of 4,573 shares — an estimated $215K sold.

Forum Financial Management first reported a position in VNOM in Q3 2024 and held it in 3 quarters. The position peaked at $224K in Q4 2024. 496 funds tracked by Wall St. Rank hold VNOM as of Q2 2026.

  • Forum Financial Management reported no remaining Viper Energy position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,573 Viper Energy shares in Q2 2026, an estimated $215K.
  • Forum Financial Management first reported a position in Viper Energy in Q3 2024 and held it in 3 quarters.
  • Forum Financial Management's Viper Energy position peaked at $224K in Q4 2024.
  • 496 funds tracked by Wall St. Rank held Viper Energy as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.