Lodestone Wealth Management
FANG icon

Lodestone Wealth Management’s Diamondback Energy FANG Stock Holding History

Lodestone 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
Q3 		$1.68M Sell
9,123
-57
-0.6% -$11.2K 0.56% 51
2026
Q2 		$1.61M Buy
9,180
+978
+12% +$190K 0.57% 52
2026
Q1 		$1.62M Buy
8,202
+296
+4% +$50.3K 0.64% 49
2025
Q4 		$1.19M Buy
7,906
+687
+10% +$101K 0.48% 60
2025
Q3 		$1.03M Buy
7,219
+84
+1% +$12K 0.46% 64
2025
Q2 		$980K Buy
+7,135
New +$989K 0.48% 63

Other funds holding FANG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lodestone Wealth Management's FANG Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Diamondback Energy (FANG) stake by 0.62% in Q3 2026, selling an estimated $11.2K and leaving 9,123 shares worth $1.68M. The position accounts for 0.56% of the portfolio, ranked #51.

Lodestone Wealth Management first reported a position in FANG in Q2 2025 and has held it in 6 quarters since. 983 funds tracked by Wall St. Rank hold FANG as of Q3 2026.

  • Lodestone Wealth Management held 9,123 shares of Diamondback Energy worth $1.68M as of Q3 2026.
  • Lodestone Wealth Management sold 57 Diamondback Energy shares in Q3 2026, an estimated $11.2K.
  • Diamondback Energy made up 0.56% of Lodestone Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Lodestone Wealth Management first reported a position in Diamondback Energy in Q2 2025 and has held it in 6 quarters since.
  • 983 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.