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Clearview Wealth Advisors’s Devon Energy DVN Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-538
Closed -$26K – 250
2023
Q2 		$26K Buy
538
+38
+8% +$1.91K 0.03% 245
2023
Q1 		$25.3K Buy
+500
New +$28.5K 0.03% 247
2022
Q2 		– Sell
-26
Closed -$1.7K – 599
2022
Q1 		$2K Hold
26
– – ﹤0.01% 518
2021
Q4 		$1K Buy
+26
New +$1.08K ﹤0.01% 632

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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearview Wealth Advisors's DVN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Devon Energy (DVN) in Q3 2023, closing a stake of 538 shares — an estimated $26K sold.

Clearview Wealth Advisors first reported a position in DVN in Q4 2021 and held it in 4 quarters. The position peaked at $26K in Q2 2023. 1,218 funds tracked by Wall St. Rank hold DVN as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Devon Energy position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 538 Devon Energy shares in Q3 2023, an estimated $26K.
  • Clearview Wealth Advisors first reported a position in Devon Energy in Q4 2021 and held it in 4 quarters.
  • Clearview Wealth Advisors's Devon Energy position peaked at $26K in Q2 2023.
  • 1,218 funds tracked by Wall St. Rank held Devon Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.