Bard Financial Services’s Devon Energy DVN Stock Holding History

Bard Financial Services’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 Q3	$799K	Sell	22,800 -4,100	-15%	-$140K	0.09%	123
2025 Q2	$856K	Sell	26,900 -1,850	-6%	-$58.9K	0.1%	122
2025 Q1	$1.08M	Buy	28,750 +8,100	+39%	+$288K	0.13%	111
2024 Q4	$676K	Buy	20,650 +9,600	+87%	+$362K	0.08%	134
2024 Q3	$432K	Sell	11,050 -1,375	-11%	-$60.5K	0.05%	158
2024 Q2	$589K	Buy	12,425 +1,000	+9%	+$49.7K	0.06%	146
2024 Q1	$573K	Sell	11,425 -3,850	-25%	-$171K	0.06%	148
2023 Q4	$692K	Sell	15,275 -1,000	-6%	-$45.8K	0.08%	134
2023 Q3	$776K	Hold	16,275	–	–	0.1%	124
2023 Q2	$787K	Sell	16,275 -1,250	-7%	-$62.8K	0.06%	182
2023 Q1	$887K	Sell	17,525 -1,125	-6%	-$64K	0.07%	178
2022 Q4	$1.15M	Hold	18,650	–	–	0.1%	149
2022 Q3	$1.12M	Sell	18,650 -750	-4%	-$46.6K	0.11%	143
2022 Q2	$1.07M	Sell	19,400 -1,000	-5%	-$65.3K	0.1%	149
2022 Q1	$1.21M	Buy	20,400 +3,600	+21%	+$195K	0.1%	141
2021 Q4	$740K	Buy	+16,800	New	+$699K	0.06%	169

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

Victory Capital Management

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

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return