Empirical Wealth Management’s Devon Energy DVN Stock Holding History

Empirical 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	-3,523	Closed	-$217K	–	472
2022 Q4	$217K	Sell	3,523 -2,016	-36%	-$137K	0.01%	424
2022 Q3	$333K	Buy	5,539 +90	+2%	+$5.59K	0.02%	359
2022 Q2	$300K	Buy	5,449 +911	+20%	+$59.5K	0.02%	387
2022 Q1	$268K	Buy	+4,538	New	+$246K	0.01%	423

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Empirical Wealth Management's DVN Position: Q1 2023 in Review

Empirical Wealth Management sold out of Devon Energy (DVN) in Q1 2023, closing a stake of 3,523 shares — an estimated $217K sold.

Empirical Wealth Management first reported a position in DVN in Q1 2022 and held it in 4 quarters. The position peaked at $333K in Q3 2022. 1,238 funds tracked by Wall St. Rank hold DVN as of Q1 2023.

Empirical Wealth Management reported no remaining Devon Energy position as of Q1 2023 after selling out during the quarter.
Empirical Wealth Management sold 3,523 Devon Energy shares in Q1 2023, an estimated $217K.
Empirical Wealth Management first reported a position in Devon Energy in Q1 2022 and held it in 4 quarters.
Empirical Wealth Management's Devon Energy position peaked at $333K in Q3 2022.
1,238 funds tracked by Wall St. Rank held Devon Energy as of Q1 2023.

Based on Empirical Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.