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Abich Financial Wealth Management’s Devon Energy DVN Stock Holding History

Abich Financial Wealth Management’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$58.3K Sell
1,491
-1,718
-54% -$75.6K 0.13% 81
2024
Q2 		$152K Buy
3,209
+612
+24% +$30.4K 0.1% 68
2024
Q1 		$130K Buy
2,597
+1,840
+243% +$81.7K 0.1% 62
2023
Q4 		$34.3K Buy
+757
New +$34.7K 0.03% 137

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abich Financial Wealth Management's DVN Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Devon Energy (DVN) stake by 54% in Q3 2024, selling an estimated $75.6K and leaving 1,491 shares worth $58.3K. The position accounts for 0.13% of the portfolio, ranked #81.

Abich Financial Wealth Management first reported a position in DVN in Q4 2023 and has held it in 4 quarters since. The position peaked at $152K in Q2 2024. 1,192 funds tracked by Wall St. Rank hold DVN as of Q3 2024.

  • Abich Financial Wealth Management held 1,491 shares of Devon Energy worth $58.3K as of Q3 2024.
  • Abich Financial Wealth Management sold 1,718 Devon Energy shares in Q3 2024, an estimated $75.6K.
  • Devon Energy made up 0.13% of Abich Financial Wealth Management's portfolio in Q3 2024, its #81 holding.
  • Abich Financial Wealth Management first reported a position in Devon Energy in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Devon Energy position peaked at $152K in Q2 2024.
  • 1,192 funds tracked by Wall St. Rank held Devon Energy as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.