CM Wealth Advisors’s Devon Energy DVN Stock Holding History

CM 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 Q2	–	Sell	-32,920	Closed	-$1.72M	–	243
2023 Q1	$1.72M	Buy	+32,920	New	+$1.87M	0.33%	66

Other funds holding DVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RJA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CM Wealth Advisors's DVN Position: Q2 2023 in Review

CM Wealth Advisors sold out of Devon Energy (DVN) in Q2 2023, closing a stake of 32,920 shares — an estimated $1.72M sold.

CM Wealth Advisors first reported a position in DVN in Q1 2023 and held it in 1 quarter. The position peaked at $1.72M in Q1 2023. 1,222 funds tracked by Wall St. Rank hold DVN as of Q2 2023.

CM Wealth Advisors reported no remaining Devon Energy position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 32,920 Devon Energy shares in Q2 2023, an estimated $1.72M.
CM Wealth Advisors first reported a position in Devon Energy in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Devon Energy position peaked at $1.72M in Q1 2023.
1,222 funds tracked by Wall St. Rank held Devon Energy as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.