EP Wealth Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $751K | Buy |
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|
2024
Q3 | $866K | Buy |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $906K | Sell |
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|
2022
Q4 | $4.15M | Buy |
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|
2022
Q3 | $3.86M | Buy |
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|
2022
Q2 | $620K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7.7M | Buy |
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|
2017
Q4 | $9.56M | Buy |
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|
2017
Q3 | $8.13M | Buy |
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|
2017
Q2 | $6.24M | Buy |
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|
2017
Q1 | $6.99M | Buy |
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|
2016
Q4 | $6.3M | Sell |
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|
2016
Q3 | $6.87M | Sell |
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|
2016
Q2 | $5.67M | Buy |
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