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Invera Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Invera 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
Q2 		$467K Sell
2,659
-349
-12% -$67.7K 0.25% 82
2026
Q1 		$595K Buy
3,008
+43
+1% +$7.31K 0.38% 67
2025
Q4 		$446K Sell
2,965
-3,309
-53% -$488K 0.28% 70
2025
Q3 		$898K Sell
6,274
-44
-0.7% -$6.26K 0.55% 58
2025
Q2 		$868K Sell
6,318
-806
-11% -$112K 0.57% 59
2025
Q1 		$1.14M Buy
7,124
+90
+1% +$14.5K 0.74% 47
2024
Q4 		$1.24M Sell
7,034
-1,181
-14% -$208K 1.23% 24
2024
Q3 		$1.49M Sell
8,215
-575
-7% -$111K 1.48% 23
2024
Q2 		$1.82M Buy
8,790
+649
+8% +$129K 1.86% 18
2024
Q1 		$1.62M Buy
8,141
+704
+9% +$120K 1.38% 28
2023
Q4 		$1.15M Buy
+7,437
New +$1.17M 0.72% 44

Other funds holding FANG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invera Wealth Advisors's FANG Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Diamondback Energy (FANG) stake by 12% in Q2 2026, selling an estimated $67.7K and leaving 2,659 shares worth $467K. The position accounts for 0.25% of the portfolio, ranked #82.

Invera Wealth Advisors first reported a position in FANG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q2 2024. 1,190 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • Invera Wealth Advisors held 2,659 shares of Diamondback Energy worth $467K as of Q2 2026.
  • Invera Wealth Advisors sold 349 Diamondback Energy shares in Q2 2026, an estimated $67.7K.
  • Diamondback Energy made up 0.25% of Invera Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Invera Wealth Advisors first reported a position in Diamondback Energy in Q4 2023 and has held it in 11 quarters since.
  • Invera Wealth Advisors's Diamondback Energy position peaked at $1.82M in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.