Atlas Private Wealth Management’s Devon Energy DVN Stock Holding History

Atlas 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 Q1	$309K	Buy	6,153 +5	+0.1%	+$222	0.13%	102
2023 Q4	$279K	Hold	6,148	–	–	0.13%	104
2023 Q3	$293K	Hold	6,148	–	–	0.16%	98
2023 Q2	$297K	Hold	6,148	–	–	0.16%	99
2023 Q1	$311K	Hold	6,148	–	–	0.19%	98
2022 Q4	$378K	Hold	6,148	–	–	0.17%	93
2022 Q3	$370K	Hold	6,148	–	–	0.27%	89
2022 Q2	$339K	Hold	6,148	–	–	0.23%	97
2022 Q1	$364K	Hold	6,148	–	–	0.21%	103
2021 Q4	$271K	Buy	+6,148	New	+$256K	0.15%	120

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlas Private Wealth Management's DVN Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Devon Energy (DVN) stake by 0.08% in Q1 2024, buying an estimated $222 and bringing the position to 6,153 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #102.

Atlas Private Wealth Management first reported a position in DVN in Q4 2021 and has held it in 10 quarters since. The position peaked at $378K in Q4 2022. 1,232 funds tracked by Wall St. Rank hold DVN as of Q1 2024.

Atlas Private Wealth Management held 6,153 shares of Devon Energy worth $309K as of Q1 2024.
Atlas Private Wealth Management bought 5 Devon Energy shares in Q1 2024, an estimated $222.
Devon Energy made up 0.13% of Atlas Private Wealth Management's portfolio in Q1 2024, its #102 holding.
Atlas Private Wealth Management first reported a position in Devon Energy in Q4 2021 and has held it in 10 quarters since.
Atlas Private Wealth Management's Devon Energy position peaked at $378K in Q4 2022.
1,232 funds tracked by Wall St. Rank held Devon Energy as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.