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Summit Financial Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Summit Financial 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
2026
Q2 		$352K Buy
2,004
+131
+7% +$25.4K 0.05% 159
2026
Q1 		$370K Buy
+1,873
New +$318K 0.05% 134
2022
Q3 		– Sell
-2,581
Closed -$310K – 127
2022
Q2 		$310K Sell
2,581
-919
-26% -$126K 0.07% 105
2022
Q1 		$480K Hold
3,500
– – 0.1% 82
2021
Q4 		$417K Hold
3,500
– – 0.08% 91
2021
Q3 		$331K Buy
+3,500
New +$281K 0.08% 95

Other funds holding FANG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Financial Wealth Advisors's FANG Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Diamondback Energy (FANG) stake by 7% in Q2 2026, buying an estimated $25.4K and bringing the position to 2,004 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #159.

Summit Financial Wealth Advisors first reported a position in FANG in Q3 2021 and has held it in 6 quarters since. The position peaked at $480K in Q1 2022. 1,190 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • Summit Financial Wealth Advisors held 2,004 shares of Diamondback Energy worth $352K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 131 Diamondback Energy shares in Q2 2026, an estimated $25.4K.
  • Diamondback Energy made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Summit Financial Wealth Advisors first reported a position in Diamondback Energy in Q3 2021 and has held it in 6 quarters since.
  • Summit Financial Wealth Advisors's Diamondback Energy position peaked at $480K in Q1 2022.
  • 1,190 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.