Lord & Richards Wealth Management’s Diamondback Energy FANG Stock Holding History

Lord & Richards 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	$693K	Sell	3,941 -1,362	-26%	-$264K	0.54%	40
2026 Q1	$1.05M	Sell	5,303 -224	-4%	-$38.1K	0.92%	30
2025 Q4	$831K	Sell	5,527 -5,585	-50%	-$824K	0.71%	34
2025 Q3	$1.59M	Buy	11,112 +1,255	+13%	+$179K	1.46%	23
2025 Q2	$1.35M	Buy	9,857 +2,708	+38%	+$375K	1.42%	21
2025 Q1	$1.14M	Buy	7,149 +4,067	+132%	+$656K	1.3%	27
2024 Q4	$505K	Buy	+3,082	New	+$543K	1.07%	36

Other funds holding FANG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Lord & Richards Wealth Management's FANG Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Diamondback Energy (FANG) stake by 26% in Q2 2026, selling an estimated $264K and leaving 3,941 shares worth $693K. The position accounts for 0.54% of the portfolio, ranked #40.

Lord & Richards Wealth Management first reported a position in FANG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2025. 278 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

Lord & Richards Wealth Management held 3,941 shares of Diamondback Energy worth $693K as of Q2 2026.
Lord & Richards Wealth Management sold 1,362 Diamondback Energy shares in Q2 2026, an estimated $264K.
Diamondback Energy made up 0.54% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #40 holding.
Lord & Richards Wealth Management first reported a position in Diamondback Energy in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Diamondback Energy position peaked at $1.59M in Q3 2025.
278 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.