EWA
EP Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Sell |
25,858
-7,023
| -21% | -$223K | 0.01% | 620 |
|
|
2025
Q1 | $1.23M | Buy |
32,881
+9,921
| +43% | +$371K | 0.01% | 460 |
|
|
2024
Q4 | $751K | Buy |
22,960
+824
| +4% | +$27K | 0.01% | 578 |
|
|
2024
Q3 | $866K | Buy |
22,136
+13,150
| +146% | +$514K | 0.01% | 527 |
|
|
2024
Q2 | $426K | Sell |
8,986
-407
| -4% | -$19.3K | ﹤0.01% | 570 |
|
|
2024
Q1 | $471K | Buy |
9,393
+1,188
| +14% | +$59.6K | 0.01% | 521 |
|
|
2023
Q4 | $372K | Buy |
8,205
+527
| +7% | +$23.9K | ﹤0.01% | 565 |
|
|
2023
Q3 | $366K | Sell |
7,678
-3,777
| -33% | -$180K | 0.01% | 518 |
|
|
2023
Q2 | $359K | Buy |
11,455
+2,068
| +22% | +$64.8K | 0.01% | 528 |
|
|
2023
Q1 | $906K | Sell |
9,387
-58,115
| -86% | -$5.61M | 0.02% | 318 |
|
|
2022
Q4 | $4.15M | Buy |
67,502
+3,285
| +5% | +$202K | 0.07% | 146 |
|
|
2022
Q3 | $3.86M | Buy |
64,217
+52,963
| +471% | +$3.18M | 0.09% | 130 |
|
|
2022
Q2 | $620K | Buy |
11,254
+5,801
| +106% | +$320K | 0.01% | 330 |
|
|
2022
Q1 | $322K | Buy |
+5,453
| New | +$322K | 0.01% | 476 |
|
|
2018
Q2 | – | Sell |
-242,185
| Closed | -$7.7M | – | 195 |
|
|
2018
Q1 | $7.7M | Buy |
242,185
+11,187
| +5% | +$356K | 0.74% | 39 |
|
|
2017
Q4 | $9.56M | Buy |
230,998
+9,566
| +4% | +$396K | 1.01% | 34 |
|
|
2017
Q3 | $8.13M | Buy |
221,432
+26,233
| +13% | +$963K | 0.94% | 36 |
|
|
2017
Q2 | $6.24M | Buy |
195,199
+27,741
| +17% | +$887K | 0.77% | 38 |
|
|
2017
Q1 | $6.99M | Buy |
167,458
+12,743
| +8% | +$532K | 0.96% | 36 |
|
|
2016
Q4 | $6.3M | Sell |
154,715
-953
| -0.6% | -$38.8K | 0.92% | 33 |
|
|
2016
Q3 | $6.87M | Sell |
155,668
-613
| -0.4% | -$27K | 1.07% | 28 |
|
|
2016
Q2 | $5.67M | Buy |
+156,281
| New | +$5.67M | 0.9% | 37 |
|