Buckingham Strategic Wealth’s Devon Energy DVN Stock Holding History

Buckingham Strategic Wealth’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 Q2	$552K	Sell	11,646 -1,030	-8%	-$51.2K	0.01%	443
2024 Q1	$636K	Buy	12,676 +645	+5%	+$28.6K	0.01%	413
2023 Q4	$545K	Sell	12,031 -3,552	-23%	-$163K	0.01%	420
2023 Q3	$743K	Buy	15,583 +1,270	+9%	+$64K	0.01%	343
2023 Q2	$692K	Buy	14,313 +4,136	+41%	+$208K	0.01%	352
2023 Q1	$626K	Hold	10,177	–	–	0.01%	336
2022 Q4	$626K	Buy	10,177 +1,227	+14%	+$83.6K	0.01%	338
2022 Q3	$538K	Buy	8,950 +324	+4%	+$20.1K	0.01%	351
2022 Q2	$475K	Buy	8,626 +1,254	+17%	+$81.9K	0.01%	382
2022 Q1	$436K	Buy	7,372 +869	+13%	+$47K	0.01%	391
2021 Q4	$286K	Sell	6,503 -297	-4%	-$12.4K	0.01%	485
2021 Q3	$241K	Buy	+6,800	New	+$193K	﹤0.01%	516

Other funds holding DVN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Buckingham Strategic Wealth's DVN Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Devon Energy (DVN) stake by 8.1% in Q2 2024, selling an estimated $51.2K and leaving 11,646 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #443.

Buckingham Strategic Wealth first reported a position in DVN in Q3 2021 and has held it in 12 quarters since. The position peaked at $743K in Q3 2023. 1,218 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

Buckingham Strategic Wealth held 11,646 shares of Devon Energy worth $552K as of Q2 2024.
Buckingham Strategic Wealth sold 1,030 Devon Energy shares in Q2 2024, an estimated $51.2K.
Devon Energy made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #443 holding.
Buckingham Strategic Wealth first reported a position in Devon Energy in Q3 2021 and has held it in 12 quarters since.
Buckingham Strategic Wealth's Devon Energy position peaked at $743K in Q3 2023.
1,218 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.