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

Evermay 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
Q1 		– Sell
-8
Closed -$363 – 642
2023
Q4 		$363 Sell
8
-1,149
-99% -$52.6K ﹤0.01% 606
2023
Q3 		$55.2K Hold
1,157
– – 0.01% 293
2023
Q2 		$55.9K Hold
1,157
– – 0.01% 298
2023
Q1 		$58.6K Buy
1,157
+762
+193% +$43.4K 0.01% 287
2022
Q4 		$24.3K Sell
395
-1,400
-78% -$95.4K ﹤0.01% 353
2022
Q3 		$108K Hold
1,795
– – 0.02% 207
2022
Q2 		$99K Buy
+1,795
New +$117K 0.02% 220
2021
Q3 		– Sell
-140
Closed -$4K – 474
2021
Q2 		$4K Buy
+140
New +$3.62K ﹤0.01% 459

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evermay Wealth Management's DVN Position: Q1 2024 in Review

Evermay Wealth Management sold out of Devon Energy (DVN) in Q1 2024, closing a stake of 8 shares — an estimated $363 sold.

Evermay Wealth Management first reported a position in DVN in Q2 2021 and held it in 8 quarters. The position peaked at $108K in Q3 2022. 1,233 funds tracked by Wall St. Rank hold DVN as of Q1 2024.

  • Evermay Wealth Management reported no remaining Devon Energy position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 8 Devon Energy shares in Q1 2024, an estimated $363.
  • Evermay Wealth Management first reported a position in Devon Energy in Q2 2021 and held it in 8 quarters.
  • Evermay Wealth Management's Devon Energy position peaked at $108K in Q3 2022.
  • 1,233 funds tracked by Wall St. Rank held Devon Energy as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.