CWM
DVN icon

Curi Wealth Management’s Devon Energy DVN Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-3,511
Closed -$216K – 170
2022
Q4 		$216K Sell
3,511
-2
-0.1% -$136 0.03% 177
2022
Q3 		$211K Buy
3,513
+1,350
+62% +$83.9K 0.04% 168
2022
Q2 		$119K Buy
2,163
+600
+38% +$39.2K 0.02% 159
2022
Q1 		$92K Buy
1,563
+800
+105% +$43.3K 0.02% 166
2021
Q4 		$33K Buy
+763
New +$31.7K 0.01% 203
2021
Q1 		– Sell
-137
Closed -$2K – 211
2020
Q4 		$2K Buy
+137
New +$1.7K ﹤0.01% 336

Other funds holding DVN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return