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Mowery & Schoenfeld Wealth Management’s Diamondback Energy FANG Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-27
Closed -$4.06K – 409
2025
Q4 		$4.06K Buy
+27
New +$3.98K 0.01% 345
2025
Q2 		– Sell
-30
Closed -$4.8K – 413
2025
Q1 		$4.8K Buy
+30
New +$4.84K 0.01% 326
2024
Q4 		– Sell
-38
Closed -$6.55K – 497
2024
Q3 		$6.55K Buy
+38
New +$7.32K 0.01% 194

Other funds holding FANG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FANG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Diamondback Energy (FANG) in Q1 2026, closing a stake of 27 shares — an estimated $4.06K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FANG in Q3 2024 and held it in 3 quarters. The position peaked at $6.55K in Q3 2024. 1,198 funds tracked by Wall St. Rank hold FANG as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Diamondback Energy position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 27 Diamondback Energy shares in Q1 2026, an estimated $4.06K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Diamondback Energy in Q3 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Diamondback Energy position peaked at $6.55K in Q3 2024.
  • 1,198 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.