AWG
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Altus Wealth Group’s Devon Energy DVN Stock Holding History

Altus Wealth Group’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
2025
Q1 		– Sell
-11,990
Closed -$392K – 139
2024
Q4 		$392K Sell
11,990
-451
-4% -$17K 0.17% 105
2024
Q3 		$487K Buy
12,441
+3,443
+38% +$152K 0.21% 85
2024
Q2 		$427K Buy
8,998
+970
+12% +$48.2K 0.21% 91
2024
Q1 		$403K Buy
8,028
+807
+11% +$35.8K 0.2% 97
2023
Q4 		$327K Buy
+7,221
New +$331K 0.18% 108
2021
Q1 		– Sell
-80
Closed -$1K – 339
2020
Q4 		$1K Buy
+80
New +$991 ﹤0.01% 787

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 $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Altus Wealth Group's DVN Position: Q1 2025 in Review

Altus Wealth Group sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 11,990 shares — an estimated $392K sold.

Altus Wealth Group first reported a position in DVN in Q4 2020 and held it in 6 quarters. The position peaked at $487K in Q3 2024. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

  • Altus Wealth Group reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
  • Altus Wealth Group sold 11,990 Devon Energy shares in Q1 2025, an estimated $392K.
  • Altus Wealth Group first reported a position in Devon Energy in Q4 2020 and held it in 6 quarters.
  • Altus Wealth Group's Devon Energy position peaked at $487K in Q3 2024.
  • 1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.