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Aviso Wealth Management’s Devon Energy DVN Stock Holding History

Aviso 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
-14,315
Closed -$560K – 146
2024
Q3 		$560K Buy
+14,315
New +$630K 0.3% 83

Other funds holding DVN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 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 $618B AUM 30.34% 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 $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aviso Wealth Management's DVN Position: Q4 2024 in Review

Aviso Wealth Management sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 14,315 shares — an estimated $560K sold.

Aviso Wealth Management first reported a position in DVN in Q3 2024 and held it in 1 quarter. The position peaked at $560K in Q3 2024. 1,139 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Aviso Wealth Management reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 14,315 Devon Energy shares in Q4 2024, an estimated $560K.
  • Aviso Wealth Management first reported a position in Devon Energy in Q3 2024 and held it in 1 quarter.
  • Aviso Wealth Management's Devon Energy position peaked at $560K in Q3 2024.
  • 1,139 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Aviso Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.