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Evolution Wealth Advisors’s Devon Energy DVN Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-330
Closed -$12K – 289
2021
Q3 		$12K Hold
330
– – ﹤0.01% 379
2021
Q2 		$10K Hold
330
– – ﹤0.01% 405
2021
Q1 		$7K Hold
330
– – ﹤0.01% 475
2020
Q4 		$5K Hold
330
– – ﹤0.01% 442
2020
Q3 		$3K Hold
330
– – ﹤0.01% 494
2020
Q2 		$4K Buy
+330
New +$3.76K ﹤0.01% 387
2019
Q3 		– Sell
-103
Closed -$3K – 509
2019
Q2 		$3K Buy
+103
New +$3.06K ﹤0.01% 336

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
EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's DVN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Devon Energy (DVN) in Q4 2021, closing a stake of 330 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in DVN in Q2 2019 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 925 funds tracked by Wall St. Rank hold DVN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Devon Energy position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 330 Devon Energy shares in Q4 2021, an estimated $12K.
  • Evolution Wealth Advisors first reported a position in Devon Energy in Q2 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Devon Energy position peaked at $12K in Q3 2021.
  • 925 funds tracked by Wall St. Rank held Devon Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.