Crux Wealth Advisors’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,774
Closed -$515K 172
2025
Q1
$515K Sell
13,774
-4,073
-23% -$152K 0.27% 104
2024
Q4
$584K Buy
+17,847
New +$584K 0.33% 83