PCWA
FANG icon

Pacific Capital Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-20
Closed -$3.28K – 183
2024
Q4 		$3.28K Hold
20
– – ﹤0.01% 326
2024
Q3 		$3.45K Hold
20
– – ﹤0.01% 363
2024
Q2 		$4K Hold
20
– – ﹤0.01% 404
2024
Q1 		$3.96K Hold
20
– – ﹤0.01% 347
2023
Q4 		$3.1K Buy
+20
New +$3.13K ﹤0.01% 271

Other funds holding FANG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's FANG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Diamondback Energy (FANG) in Q1 2025, closing a stake of 20 shares — an estimated $3.28K sold.

Pacific Capital Wealth Advisors first reported a position in FANG in Q4 2023 and held it in 5 quarters. The position peaked at $4K in Q2 2024. 1,119 funds tracked by Wall St. Rank hold FANG as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Diamondback Energy position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 20 Diamondback Energy shares in Q1 2025, an estimated $3.28K.
  • Pacific Capital Wealth Advisors first reported a position in Diamondback Energy in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Diamondback Energy position peaked at $4K in Q2 2024.
  • 1,119 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.