EWM
DVN icon

Executive Wealth Management’s Devon Energy DVN Stock Holding History

Executive 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
2019
Q1 		– Sell
-17
Closed -$1K – 847
2018
Q4 		$1K Buy
+17
New +$522 ﹤0.01% 810

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's DVN Position: Q1 2019 in Review

Executive Wealth Management sold out of Devon Energy (DVN) in Q1 2019, closing a stake of 17 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in DVN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 688 funds tracked by Wall St. Rank hold DVN as of Q1 2019.

  • Executive Wealth Management reported no remaining Devon Energy position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 17 Devon Energy shares in Q1 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Devon Energy in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Devon Energy position peaked at $1K in Q4 2018.
  • 688 funds tracked by Wall St. Rank held Devon Energy as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.