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Valeo Financial Advisors’s Diamondback Energy FANG Stock Holding History

Valeo Financial 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
Q3 		$283K Sell
1,540
-188
-11% -$36.8K 0.01% 653
2026
Q2 		$304K Buy
1,728
+115
+7% +$22.3K 0.01% 620
2026
Q1 		$319K Sell
1,613
-1,324
-45% -$225K 0.01% 525
2025
Q4 		$441K Buy
2,937
+369
+14% +$54.4K 0.01% 497
2025
Q3 		$367K Buy
2,568
+74
+3% +$10.5K 0.01% 540
2025
Q2 		$343K Buy
2,494
+183
+8% +$25.4K 0.01% 537
2025
Q1 		$369K Sell
2,311
-391
-14% -$63.1K 0.01% 482
2024
Q4 		$443K Sell
2,702
-48
-2% -$8.46K 0.01% 439
2024
Q3 		$474K Buy
2,750
+326
+13% +$62.8K 0.01% 419
2024
Q2 		$485K Buy
2,424
+365
+18% +$72.5K 0.02% 394
2024
Q1 		$423K Buy
2,059
+304
+17% +$51.6K 0.02% 421
2023
Q4 		$272K Sell
1,755
-550
-24% -$86.2K 0.01% 516
2023
Q3 		$357K Buy
2,305
+641
+39% +$94.6K 0.02% 413
2023
Q2 		$219K Buy
+1,664
New +$223K 0.01% 521
2021
Q2 		– Sell
-832
Closed -$61K – 944
2021
Q1 		$61K Buy
832
+828
+20,700% +$56.7K ﹤0.01% 787
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1724
2020
Q3 		$0 Sell
4
-237
-98% -$9.03K ﹤0.01% 1760
2020
Q2 		$10K Buy
241
+89
+59% +$3.63K ﹤0.01% 1279
2020
Q1 		$6K Buy
152
+74
+95% +$4.66K ﹤0.01% 1245
2019
Q4 		$7K Buy
78
+6
+8% +$498 ﹤0.01% 1192
2019
Q3 		$6K Sell
72
-751
-91% -$74.7K ﹤0.01% 1151
2019
Q2 		$90K Buy
823
+751
+1,043% +$78.4K 0.01% 456
2019
Q1 		$7K Buy
72
+19
+36% +$1.95K ﹤0.01% 1050
2018
Q4 		$5K Buy
53
+11
+26% +$1.23K ﹤0.01% 1071
2018
Q3 		$5K Buy
42
+7
+20% +$893 ﹤0.01% 1186
2018
Q2 		$5K Sell
35
-74
-68% -$9.18K ﹤0.01% 1129
2018
Q1 		$14K Buy
109
+75
+221% +$9.45K ﹤0.01% 830
2017
Q4 		$4K Buy
34
+1
+3% +$108 ﹤0.01% 1065
2017
Q3 		$3K Buy
+33
New +$3.04K ﹤0.01% 952

Other funds holding FANG

BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Valeo Financial Advisors's FANG Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Diamondback Energy (FANG) stake by 11% in Q3 2026, selling an estimated $36.8K and leaving 1,540 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #653.

Valeo Financial Advisors first reported a position in FANG in Q3 2017 and has held it in 29 quarters since. The position peaked at $485K in Q2 2024. 32 funds tracked by Wall St. Rank hold FANG as of Q3 2026.

  • Valeo Financial Advisors held 1,540 shares of Diamondback Energy worth $283K as of Q3 2026.
  • Valeo Financial Advisors sold 188 Diamondback Energy shares in Q3 2026, an estimated $36.8K.
  • Diamondback Energy made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #653 holding.
  • Valeo Financial Advisors first reported a position in Diamondback Energy in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Diamondback Energy position peaked at $485K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.