Crewe Advisors’s Devon Energy DVN Stock Holding History

Crewe 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
2026 Q1	$5.43K	Buy	108 +19	+21%	+$815	﹤0.01%	763
2025 Q4	$3.26K	Buy	89 +26	+41%	+$908	﹤0.01%	803
2025 Q3	$2.21K	Buy	+63	New	+$2.15K	﹤0.01%	835
2025 Q2	–	Sell	-39	Closed	-$1.46K	–	771
2025 Q1	$1.46K	Buy	+39	New	+$1.38K	﹤0.01%	560
2024 Q3	–	Sell	-100	Closed	-$4.74K	–	797
2024 Q2	$4.74K	Buy	100 +59	+144%	+$2.93K	﹤0.01%	807
2024 Q1	$2.06K	Buy	+41	New	+$1.82K	﹤0.01%	851
2023 Q3	–	Sell	-6	Closed	-$291	–	679
2023 Q2	$291	Sell	6 -496	-99%	-$24.9K	﹤0.01%	674
2023 Q1	$25.4K	Buy	502 +499	+16,633%	+$28.4K	﹤0.01%	386
2022 Q4	$185	Sell	3 -137	-98%	-$9.34K	﹤0.01%	998
2022 Q3	$8K	Buy	140 +61	+77%	+$3.79K	﹤0.01%	718
2022 Q2	$4K	Buy	+79	New	+$5.16K	﹤0.01%	806
2020 Q4	–	Sell	-221	Closed	-$2K	–	510
2020 Q3	$2K	Buy	+221	New	+$2.33K	﹤0.01%	493

Other funds holding DVN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

EnCap Investments Houston, Texas $905M AUM