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SOA Wealth Advisors’s Diamondback Energy FANG Stock Holding History

SOA 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
Q4 		– Sell
-3
Closed -$489 – 880
2025
Q3 		$489 Sell
3
-155
-98% -$22.1K ﹤0.01% 803
2025
Q2 		$21.8K Hold
158
– – ﹤0.01% 489
2025
Q1 		$25.3K Sell
158
-1
-0.6% -$161 0.01% 434
2024
Q4 		$26K Buy
159
+1
+0.6% +$176 ﹤0.01% 414
2024
Q3 		$27.2K Buy
158
+37
+31% +$7.12K 0.01% 405
2024
Q2 		$24.3K Buy
121
+1
+0.8% +$199 ﹤0.01% 412
2024
Q1 		$23.8K Buy
120
+2
+2% +$340 ﹤0.01% 417
2023
Q4 		$18.3K Sell
118
-42
-26% -$6.58K ﹤0.01% 442
2023
Q3 		$24.7K Sell
160
-49
-23% -$7.23K 0.01% 383
2023
Q2 		$27.4K Sell
209
-57
-21% -$7.63K 0.01% 376
2023
Q1 		$36K Buy
266
+1
+0.4% +$139 0.01% 327
2022
Q4 		$36.2K Buy
265
+24
+10% +$3.51K 0.01% 319
2022
Q3 		$29K Buy
241
+101
+72% +$12.6K 0.01% 328
2022
Q2 		$16K Buy
140
+58
+71% +$7.95K ﹤0.01% 421
2022
Q1 		$11K Hold
82
– – ﹤0.01% 568
2021
Q4 		$8K Hold
82
– – ﹤0.01% 600
2021
Q3 		$7K Hold
82
– – ﹤0.01% 638
2021
Q2 		$7K Buy
82
+77
+1,540% +$6.34K ﹤0.01% 627
2021
Q1 		$0 Hold
5
– – ﹤0.01% 838
2020
Q4 		$0 Buy
+5
New +$185 ﹤0.01% 817

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SOA Wealth Advisors's FANG Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Diamondback Energy (FANG) in Q4 2025, closing a stake of 3 shares — an estimated $489 sold.

SOA Wealth Advisors first reported a position in FANG in Q4 2020 and held it in 20 quarters. The position peaked at $36.2K in Q4 2022. 1,109 funds tracked by Wall St. Rank hold FANG as of Q4 2025.

  • SOA Wealth Advisors reported no remaining Diamondback Energy position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 3 Diamondback Energy shares in Q4 2025, an estimated $489.
  • SOA Wealth Advisors first reported a position in Diamondback Energy in Q4 2020 and held it in 20 quarters.
  • SOA Wealth Advisors's Diamondback Energy position peaked at $36.2K in Q4 2022.
  • 1,109 funds tracked by Wall St. Rank held Diamondback Energy as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.