EWM
DVN icon

Edge Wealth Management’s Devon Energy DVN Stock Holding History

Edge 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
2018
Q3 		– Sell
-250
Closed -$11K – 622
2018
Q2 		$11K Hold
250
– – ﹤0.01% 407
2018
Q1 		$8K Hold
250
– – ﹤0.01% 407
2017
Q4 		$10K Hold
250
– – ﹤0.01% 378
2017
Q3 		$9K Hold
250
– – ﹤0.01% 380
2017
Q2 		$8K Hold
250
– – ﹤0.01% 387
2017
Q1 		$10K Buy
+250
New +$11K ﹤0.01% 351
2016
Q2 		– Sell
-1,500
Closed -$41K – 463
2016
Q1 		$41K Buy
+1,500
New +$36.5K 0.02% 187
2014
Q3 		– Sell
-1,295
Closed -$103K – 421
2014
Q2 		$103K Hold
1,295
– – 0.04% 131
2014
Q1 		$87K Sell
1,295
-35
-3% -$2.17K 0.04% 137
2013
Q4 		$82K Sell
1,330
-20
-1% -$1.23K 0.04% 133
2013
Q3 		$78K Sell
1,350
-40
-3% -$2.29K 0.05% 111
2013
Q2 		$72K Buy
+1,390
New +$77.4K 0.05% 100

Other funds holding DVN

Vanguard Group
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return