Concurrent Investment Advisors’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.87M	Sell	116,728 -13,863	-11%	-$594K	0.06%	323
2025 Q4	$4.78M	Buy	130,591 +49,535	+61%	+$1.73M	0.05%	341
2025 Q3	$2.84M	Buy	81,056 +15,586	+24%	+$531K	0.05%	370
2025 Q2	$2.08M	Sell	65,470 -5,442	-8%	-$173K	0.04%	424
2025 Q1	$2.65M	Buy	70,912 +4,773	+7%	+$169K	0.06%	313
2024 Q4	$2.16M	Sell	66,139 -6,422	-9%	-$242K	0.06%	305
2024 Q3	$2.84M	Sell	72,561 -2,818	-4%	-$124K	0.08%	233
2024 Q2	$3.57M	Buy	75,379 +35,454	+89%	+$1.76M	0.12%	181
2024 Q1	$2M	Sell	39,925 -7,587	-16%	-$337K	0.08%	244
2023 Q4	$2.15M	Buy	+47,512	New	+$2.18M	0.1%	217