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Berry Wealth Group’s Devon Energy DVN Stock Holding History

Berry Wealth Group’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
-9,512
Closed -$372K – 99
2024
Q3 		$372K Sell
9,512
-46,332
-83% -$2.04M 0.27% 50
2024
Q2 		$2.65M Sell
55,844
-723
-1% -$36K 2.11% 15
2024
Q1 		$2.84M Sell
56,567
-18,414
-25% -$817K 2.35% 14
2023
Q4 		$3.4M Buy
+74,981
New +$3.43M 3.12% 13

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $875B AUM 40.89% 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 $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Berry Wealth Group's DVN Position: Q4 2024 in Review

Berry Wealth Group sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 9,512 shares — an estimated $372K sold.

Berry Wealth Group first reported a position in DVN in Q4 2023 and held it in 4 quarters. The position peaked at $3.4M in Q4 2023. 1,141 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Berry Wealth Group reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • Berry Wealth Group sold 9,512 Devon Energy shares in Q4 2024, an estimated $372K.
  • Berry Wealth Group first reported a position in Devon Energy in Q4 2023 and held it in 4 quarters.
  • Berry Wealth Group's Devon Energy position peaked at $3.4M in Q4 2023.
  • 1,141 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Berry Wealth Group's 13F filing for Q4 2024, filed 24 Jan 2025.