AEPWM
DVN icon

Atlantic Edge Private Wealth Management’s Devon Energy DVN Stock Holding History

Atlantic Edge Private 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
Q4 		– Sell
-150
Closed -$5.87K – 497
2024
Q3 		$5.87K Hold
150
– – ﹤0.01% 379
2024
Q2 		$7.11K Hold
150
– – ﹤0.01% 348
2024
Q1 		$7.53K Hold
150
– – ﹤0.01% 343
2023
Q4 		$6.79K Buy
+150
New +$6.87K ﹤0.01% 338

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DVN Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 150 shares — an estimated $5.87K sold.

Atlantic Edge Private Wealth Management first reported a position in DVN in Q4 2023 and held it in 4 quarters. The position peaked at $7.53K in Q1 2024. 1,142 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 150 Devon Energy shares in Q4 2024, an estimated $5.87K.
  • Atlantic Edge Private Wealth Management first reported a position in Devon Energy in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Devon Energy position peaked at $7.53K in Q1 2024.
  • 1,142 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.