EPG Wealth Management’s Devon Energy DVN Stock Holding History

EPG 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
2024 Q2	–	Sell	-4,802	Closed	-$239K	–	241
2024 Q1	$241K	Buy	4,802 +12	+0.3%	+$533	0.06%	238
2023 Q4	$201K	Sell	4,790 -139	-3%	-$6.36K	0.05%	241
2023 Q3	$235K	Sell	4,929 -178	-3%	-$8.96K	0.07%	220
2023 Q2	$247K	Sell	5,107 -22,701	-82%	-$1.14M	0.07%	211
2023 Q1	$1.41M	Buy	27,808 +13,767	+98%	+$784K	0.44%	53
2022 Q4	$864K	Buy	14,041 +2,897	+26%	+$197K	0.33%	74
2022 Q3	$670K	Buy	11,144 +4,024	+57%	+$250K	0.28%	82
2022 Q2	$392K	Buy	7,120 +103	+1%	+$6.73K	0.17%	125
2022 Q1	$415K	Buy	+7,017	New	+$380K	0.14%	135
2020 Q2	–	Sell	-10	Closed	–	–	295
2020 Q1	$0	Buy	+10	New	+$181	﹤0.01%	790

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RJA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

EPG Wealth Management's DVN Position: Q2 2024 in Review

EPG Wealth Management sold out of Devon Energy (DVN) in Q2 2024, closing a stake of 4,802 shares — an estimated $239K sold.

EPG Wealth Management first reported a position in DVN in Q1 2020 and held it in 10 quarters. The position peaked at $1.41M in Q1 2023. 1,218 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

EPG Wealth Management reported no remaining Devon Energy position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 4,802 Devon Energy shares in Q2 2024, an estimated $239K.
EPG Wealth Management first reported a position in Devon Energy in Q1 2020 and held it in 10 quarters.
EPG Wealth Management's Devon Energy position peaked at $1.41M in Q1 2023.
1,218 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.