Atria Wealth Solutions’s Devon Energy DVN Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-79,491	Closed	-$2.97M	–	1569
2025 Q1	$2.97M	Buy	79,491 +19,528	+33%	+$693K	0.04%	502
2024 Q4	$1.96M	Sell	59,963 -6,707	-10%	-$253K	0.02%	649
2024 Q3	$2.61M	Sell	66,670 -15,424	-19%	-$679K	0.03%	533
2024 Q2	$3.89M	Sell	82,094 -15,809	-16%	-$786K	0.04%	403
2024 Q1	$4.91M	Sell	97,903 -3,992	-4%	-$177K	0.06%	346
2023 Q4	$4.62M	Buy	101,895 +8,350	+9%	+$382K	0.06%	340
2023 Q3	$4.46M	Sell	93,545 -6,836	-7%	-$344K	0.06%	316
2023 Q2	$4.85M	Sell	100,381 -15,655	-13%	-$787K	0.07%	293
2023 Q1	$5.87M	Sell	116,036 -11,100	-9%	-$632K	0.09%	228
2022 Q4	$7.83M	Sell	127,136 -372	-0.3%	-$25.4K	0.13%	175
2022 Q3	$7.67M	Sell	127,508 -5,771	-4%	-$359K	0.13%	161
2022 Q2	$7.34M	Buy	133,279 +33,927	+34%	+$2.22M	0.15%	156
2022 Q1	$5.87M	Buy	+99,352	New	+$5.38M	0.1%	221

Other funds holding DVN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

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 $156B AUM 27.51% 1-Year Est. Return

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

Dimensional Fund Advisors

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return