Cherry Tree Wealth Management’s Devon Energy DVN Stock Holding History

Cherry Tree Wealth Management’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 Q1	–	Sell	-1,500	Closed	-$49.1K	–	761
2024 Q4	$49.1K	Hold	1,500	–	–	0.01%	251
2024 Q3	$58.7K	Hold	1,500	–	–	0.01%	247
2024 Q2	$71.1K	Hold	1,500	–	–	0.02%	230
2024 Q1	$75.3K	Hold	1,500	–	–	0.02%	225
2023 Q4	$68K	Hold	1,500	–	–	0.02%	221
2023 Q3	$71.5K	Hold	1,500	–	–	0.02%	210
2023 Q2	$72.5K	Buy	+1,500	New	+$75.4K	0.02%	211

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

EECFX

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

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

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's DVN Position: Q1 2025 in Review

Cherry Tree Wealth Management sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 1,500 shares — an estimated $49.1K sold.

Cherry Tree Wealth Management first reported a position in DVN in Q2 2023 and held it in 7 quarters. The position peaked at $75.3K in Q1 2024. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

Cherry Tree Wealth Management reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 1,500 Devon Energy shares in Q1 2025, an estimated $49.1K.
Cherry Tree Wealth Management first reported a position in Devon Energy in Q2 2023 and held it in 7 quarters.
Cherry Tree Wealth Management's Devon Energy position peaked at $75.3K in Q1 2024.
1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.