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Jeppson Wealth Management’s Diamondback Energy FANG Stock Holding History

Jeppson Wealth Management’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 		$326K Sell
1,852
-22
-1% -$4.27K 0.1% 186
2026
Q1 		$371K Sell
1,874
-30
-2% -$5.1K 0.12% 157
2025
Q4 		$286K Hold
1,904
– – 0.09% 172
2025
Q3 		$272K Hold
1,904
– – 0.09% 181
2025
Q2 		$262K Buy
+1,904
New +$264K 0.09% 178
2020
Q4 		– Sell
-1,550
Closed -$47K – 231
2020
Q3 		$47K Buy
+1,550
New +$59.1K 0.04% 226

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

Jeppson Wealth Management's FANG Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Diamondback Energy (FANG) stake by 1.2% in Q2 2026, selling an estimated $4.27K and leaving 1,852 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #186.

Jeppson Wealth Management first reported a position in FANG in Q3 2020 and has held it in 6 quarters since. The position peaked at $371K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • Jeppson Wealth Management held 1,852 shares of Diamondback Energy worth $326K as of Q2 2026.
  • Jeppson Wealth Management sold 22 Diamondback Energy shares in Q2 2026, an estimated $4.27K.
  • Diamondback Energy made up 0.1% of Jeppson Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Jeppson Wealth Management first reported a position in Diamondback Energy in Q3 2020 and has held it in 6 quarters since.
  • Jeppson Wealth Management's Diamondback Energy position peaked at $371K in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.