Benchmark Investment Advisors’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,038
Closed -$805K 93
2024
Q1
$805K Sell
16,038
-6,750
-30% -$300K 0.64% 43
2023
Q4
$1.03M Sell
22,788
-10,634
-32% -$487K 0.96% 32
2023
Q3
$1.59M Sell
33,422
-1,624
-5% -$81.8K 1.61% 21
2023
Q2
$1.69M Sell
35,046
-374
-1% -$18.8K 1.56% 21
2023
Q1
$1.79M Buy
35,420
+8,996
+34% +$512K 1.84% 16
2022
Q4
$1.63M Buy
26,424
+718
+3% +$48.9K 1.72% 20
2022
Q3
$1.55M Buy
25,706
+9,342
+57% +$580K 1.67% 22
2022
Q2
$902K Buy
+16,364
New +$1.07M 0.94% 38

Other funds holding DVN

Benchmark Investment Advisors's DVN Position: Q2 2024 in Review

Benchmark Investment Advisors sold out of Devon Energy (DVN) in Q2 2024, closing a stake of 16,038 shares — an estimated $805K sold.

Benchmark Investment Advisors first reported a position in DVN in Q2 2022 and held it in 8 quarters. The position peaked at $1.79M in Q1 2023. 1,217 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

  • Benchmark Investment Advisors reported no remaining Devon Energy position as of Q2 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 16,038 Devon Energy shares in Q2 2024, an estimated $805K.
  • Benchmark Investment Advisors first reported a position in Devon Energy in Q2 2022 and held it in 8 quarters.
  • Benchmark Investment Advisors's Devon Energy position peaked at $1.79M in Q1 2023.
  • 1,217 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on Benchmark Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.