CWP
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CFM Wealth Partners’s Devon Energy DVN Stock Holding History

CFM Wealth Partners’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
2023
Q4 		– Sell
-12,434
Closed -$593K – 161
2023
Q3 		$593K Buy
12,434
+1,347
+12% +$67.8K 0.16% 88
2023
Q2 		$536K Sell
11,087
-407
-4% -$20.5K 0.13% 107
2023
Q1 		$582K Buy
11,494
+132
+1% +$7.51K 0.16% 96
2022
Q4 		$699K Buy
11,362
+107
+1% +$7.29K 0.21% 88
2022
Q3 		$677K Buy
11,255
+1,327
+13% +$82.4K 0.22% 88
2022
Q2 		$547K Buy
9,928
+886
+10% +$57.9K 0.16% 100
2022
Q1 		$534K Buy
+9,042
New +$489K 0.13% 107
2020
Q2 		– Sell
-1,535
Closed -$11K – 521
2020
Q1 		$11K Hold
1,535
– – 0.01% 422
2019
Q4 		$41K Buy
+1,535
New +$34.6K 0.02% 295

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
Victory Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFM Wealth Partners's DVN Position: Q4 2023 in Review

CFM Wealth Partners sold out of Devon Energy (DVN) in Q4 2023, closing a stake of 12,434 shares — an estimated $593K sold.

CFM Wealth Partners first reported a position in DVN in Q4 2019 and held it in 9 quarters. The position peaked at $699K in Q4 2022. 1,231 funds tracked by Wall St. Rank hold DVN as of Q4 2023.

  • CFM Wealth Partners reported no remaining Devon Energy position as of Q4 2023 after selling out during the quarter.
  • CFM Wealth Partners sold 12,434 Devon Energy shares in Q4 2023, an estimated $593K.
  • CFM Wealth Partners first reported a position in Devon Energy in Q4 2019 and held it in 9 quarters.
  • CFM Wealth Partners's Devon Energy position peaked at $699K in Q4 2022.
  • 1,231 funds tracked by Wall St. Rank held Devon Energy as of Q4 2023.

Based on CFM Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.