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Heritage Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Heritage 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 		$8.11K Hold
41
– – ﹤0.01% 533
2025
Q4 		$6.16K Hold
41
– – ﹤0.01% 485
2025
Q3 		$5.87K Hold
41
– – ﹤0.01% 463
2025
Q2 		$5.63K Hold
41
– – ﹤0.01% 457
2025
Q1 		$6.55K Sell
41
-9
-18% -$1.45K ﹤0.01% 439
2024
Q4 		$8.19K Buy
50
+9
+22% +$1.59K ﹤0.01% 459
2024
Q3 		$7.07K Buy
+41
New +$7.89K ﹤0.01% 461
2021
Q2 		– Sell
-200
Closed -$14.7K – 572
2021
Q1 		$14.7K Buy
+200
New +$13.7K ﹤0.01% 448

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

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

Heritage Wealth Advisors held its Diamondback Energy (FANG) position steady in Q1 2026 at 41 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Heritage Wealth Advisors first reported a position in FANG in Q1 2021 and has held it in 8 quarters since. The position peaked at $14.7K in Q1 2021. 1,193 funds tracked by Wall St. Rank hold FANG as of Q1 2026.

  • Heritage Wealth Advisors held 41 shares of Diamondback Energy worth $8.11K as of Q1 2026.
  • Heritage Wealth Advisors left its Diamondback Energy share count unchanged in Q1 2026.
  • Diamondback Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #533 holding.
  • Heritage Wealth Advisors first reported a position in Diamondback Energy in Q1 2021 and has held it in 8 quarters since.
  • Heritage Wealth Advisors's Diamondback Energy position peaked at $14.7K in Q1 2021.
  • 1,193 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2026.

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