Schechter Investment Advisors’s Diamondback Energy FANG Stock Holding History

Schechter Investment 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	$347K	Sell	2,172 -2,197	-50%	-$354K	0.03%	445
2024 Q4	$716K	Sell	4,369 -1,018	-19%	-$179K	0.05%	306
2024 Q3	$929K	Buy	5,387 +806	+18%	+$155K	0.07%	266
2024 Q2	$917K	Buy	4,581 +752	+20%	+$149K	0.07%	256
2024 Q1	$759K	Buy	3,829 +2,410	+170%	+$409K	0.06%	296
2023 Q4	$220K	Buy	1,419 +94	+7%	+$14.7K	0.02%	539
2023 Q3	$205K	Buy	+1,325	New	+$196K	0.02%	544
2023 Q2	–	Sell	-1,568	Closed	-$212K	–	683
2023 Q1	$212K	Sell	1,568 -438	-22%	-$61K	0.02%	604
2022 Q4	$274K	Buy	+2,006	New	+$293K	0.03%	648
2022 Q2	–	Sell	-1,580	Closed	-$217K	–	969
2022 Q1	$217K	Buy	+1,580	New	+$205K	0.02%	813

Other funds holding FANG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's FANG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Diamondback Energy (FANG) stake by 50% in Q1 2025, selling an estimated $354K and leaving 2,172 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #445.

Schechter Investment Advisors first reported a position in FANG in Q1 2022 and has held it in 10 quarters since. The position peaked at $929K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold FANG as of Q1 2025.

Schechter Investment Advisors held 2,172 shares of Diamondback Energy worth $347K as of Q1 2025.
Schechter Investment Advisors sold 2,197 Diamondback Energy shares in Q1 2025, an estimated $354K.
Diamondback Energy made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #445 holding.
Schechter Investment Advisors first reported a position in Diamondback Energy in Q1 2022 and has held it in 10 quarters since.
Schechter Investment Advisors's Diamondback Energy position peaked at $929K in Q3 2024.
1,119 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.