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Comprehensive Financial Consultants Institutional’s Devon Energy DVN Stock Holding History

Comprehensive Financial Consultants Institutional’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
-53,216
Closed -$1.74M – 179
2024
Q4 		$1.74M Sell
53,216
-25,466
-32% -$959K 0.63% 57
2024
Q3 		$3.08M Buy
78,682
+3,859
+5% +$170K 1.12% 29
2024
Q2 		$3.55M Buy
74,823
+9,225
+14% +$459K 1.39% 23
2024
Q1 		$3.29M Buy
65,598
+3,812
+6% +$169K 1.37% 22
2023
Q4 		$2.8M Buy
61,786
+4,994
+9% +$229K 1.3% 24
2023
Q3 		$2.71M Buy
56,792
+8,128
+17% +$409K 1.42% 18
2023
Q2 		$2.38M Buy
48,664
+6,653
+16% +$334K 1.26% 26
2023
Q1 		$2.13M Buy
42,011
+4,471
+12% +$254K 1.2% 27
2022
Q4 		$2.4M Sell
37,540
-533
-1% -$36.3K 1.45% 19
2022
Q3 		$2.66M Buy
38,073
+3,493
+10% +$217K 1.75% 9
2022
Q2 		$1.79M Buy
34,580
+8,295
+32% +$542K 1.28% 21
2022
Q1 		$1.83M Buy
26,285
+1,503
+6% +$81.4K 1.27% 22
2021
Q4 		$1.37M Buy
+24,782
New +$1.03M 0.88% 31

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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DVN Position: Q1 2025 in Review

Comprehensive Financial Consultants Institutional sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 53,216 shares — an estimated $1.74M sold.

Comprehensive Financial Consultants Institutional first reported a position in DVN in Q4 2021 and held it in 13 quarters. The position peaked at $3.55M in Q2 2024. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

  • Comprehensive Financial Consultants Institutional reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 53,216 Devon Energy shares in Q1 2025, an estimated $1.74M.
  • Comprehensive Financial Consultants Institutional first reported a position in Devon Energy in Q4 2021 and held it in 13 quarters.
  • Comprehensive Financial Consultants Institutional's Devon Energy position peaked at $3.55M in Q2 2024.
  • 1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2025, filed 15 May 2025.