EWM
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Evercore Wealth Management’s Devon Energy DVN Stock Holding History

Evercore 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
Q3 		– Sell
-10,775
Closed -$521K – 414
2023
Q2 		$521K Sell
10,775
-61
-0.6% -$3.07K 0.01% 275
2023
Q1 		$548K Buy
10,836
+61
+0.6% +$3.47K 0.01% 266
2022
Q4 		$663K Buy
+10,775
New +$734K 0.01% 247
2019
Q2 		– Sell
-6,540
Closed -$207K – 413
2019
Q1 		$207K Buy
+6,540
New +$183K 0.01% 394
2018
Q4 		– Sell
-11,306
Closed -$452K – 378
2018
Q3 		$452K Sell
11,306
-4,020
-26% -$171K 0.01% 286
2018
Q2 		$674K Buy
15,326
+5,880
+62% +$228K 0.02% 241
2018
Q1 		$300K Sell
9,446
-42,907
-82% -$1.57M 0.01% 298
2017
Q4 		$2.17M Sell
52,353
-2,400
-4% -$90.8K 0.08% 129
2017
Q3 		$2.01M Sell
54,753
-10,800
-16% -$350K 0.08% 136
2017
Q2 		$2.1M Sell
65,553
-28,500
-30% -$1.04M 0.08% 132
2017
Q1 		$3.92M Buy
94,053
+330
+0.4% +$14.5K 0.15% 99
2016
Q4 		$4.28M Buy
93,723
+13,845
+17% +$611K 0.18% 95
2016
Q3 		$3.52M Buy
79,878
+14,429
+22% +$586K 0.15% 104
2016
Q2 		$2.37M Buy
65,449
+53,896
+467% +$1.83M 0.1% 118
2016
Q1 		$317K Sell
11,553
-21,578
-65% -$525K 0.01% 297
2015
Q4 		$1.06M Sell
33,131
-6,271
-16% -$257K 0.05% 178
2015
Q3 		$1.46M Sell
39,402
-38,570
-49% -$1.77M 0.07% 151
2015
Q2 		$4.64M Sell
77,972
-325
-0.4% -$21K 0.21% 97
2015
Q1 		$4.72M Buy
78,297
+19,814
+34% +$1.21M 0.22% 99
2014
Q4 		$3.58M Buy
58,483
+18,150
+45% +$1.1M 0.18% 100
2014
Q3 		$2.75M Sell
40,333
-23
-0.1% -$1.71K 0.14% 124
2014
Q2 		$3.21M Sell
40,356
-2,445
-6% -$178K 0.17% 111
2014
Q1 		$2.86M Sell
42,801
-1,255
-3% -$77.9K 0.16% 117
2013
Q4 		$2.73M Sell
44,056
-3,042
-6% -$186K 0.15% 126
2013
Q3 		$2.72M Sell
47,098
-10,184
-18% -$582K 0.16% 139
2013
Q2 		$2.98M Buy
+57,282
New +$3.19M 0.17% 131

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's DVN Position: Q3 2023 in Review

Evercore Wealth Management sold out of Devon Energy (DVN) in Q3 2023, closing a stake of 10,775 shares — an estimated $521K sold.

Evercore Wealth Management first reported a position in DVN in Q2 2013 and held it in 26 quarters. The position peaked at $4.72M in Q1 2015. 1,218 funds tracked by Wall St. Rank hold DVN as of Q3 2023.

  • Evercore Wealth Management reported no remaining Devon Energy position as of Q3 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 10,775 Devon Energy shares in Q3 2023, an estimated $521K.
  • Evercore Wealth Management first reported a position in Devon Energy in Q2 2013 and held it in 26 quarters.
  • Evercore Wealth Management's Devon Energy position peaked at $4.72M in Q1 2015.
  • 1,218 funds tracked by Wall St. Rank held Devon Energy as of Q3 2023.

Based on Evercore Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.