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Heritage Oak Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-2,041
Closed -$352K – 97
2024
Q3 		$352K Buy
+2,041
New +$393K 0.16% 94

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Bank of New York Mellon
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Invesco
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Heritage Oak Wealth Advisors's FANG Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Diamondback Energy (FANG) in Q4 2024, closing a stake of 2,041 shares — an estimated $352K sold.

Heritage Oak Wealth Advisors first reported a position in FANG in Q3 2024 and held it in 1 quarter. The position peaked at $352K in Q3 2024. 1,155 funds tracked by Wall St. Rank hold FANG as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Diamondback Energy position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,041 Diamondback Energy shares in Q4 2024, an estimated $352K.
  • Heritage Oak Wealth Advisors first reported a position in Diamondback Energy in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Diamondback Energy position peaked at $352K in Q3 2024.
  • 1,155 funds tracked by Wall St. Rank held Diamondback Energy as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.