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Heritage Wealth Management (Ohio)’s Diamondback Energy FANG Stock Holding History

Heritage Wealth Management (Ohio)’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
2025
Q3 		– Sell
-4,360
Closed -$599K – 251
2025
Q2 		$599K Sell
4,360
-495
-10% -$68.6K 0.19% 120
2025
Q1 		$776K Buy
4,855
+125
+3% +$20.2K 0.26% 101
2024
Q4 		$775K Sell
4,730
-100
-2% -$17.6K 0.26% 101
2024
Q3 		$833K Buy
4,830
+85
+2% +$16.4K 0.27% 97
2024
Q2 		$966K Buy
+4,745
New +$942K 0.32% 81

Other funds holding FANG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s FANG Position: Q3 2025 in Review

Heritage Wealth Management (Ohio) sold out of Diamondback Energy (FANG) in Q3 2025, closing a stake of 4,360 shares — an estimated $599K sold.

Heritage Wealth Management (Ohio) first reported a position in FANG in Q2 2024 and held it in 5 quarters. The position peaked at $966K in Q2 2024. 1,061 funds tracked by Wall St. Rank hold FANG as of Q3 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Diamondback Energy position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 4,360 Diamondback Energy shares in Q3 2025, an estimated $599K.
  • Heritage Wealth Management (Ohio) first reported a position in Diamondback Energy in Q2 2024 and held it in 5 quarters.
  • Heritage Wealth Management (Ohio)'s Diamondback Energy position peaked at $966K in Q2 2024.
  • 1,061 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2025, filed 4 Nov 2025.