Finivi Inc’s Devon Energy DVN Stock Holding History

Finivi Inc’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	-8,873	Closed	-$445K	–	91
2024 Q1	$445K	Buy	8,873 +71	+0.8%	+$3.15K	0.4%	60
2023 Q4	$399K	Buy	+8,802	New	+$403K	0.39%	64
2021 Q4	$1.83M	Buy	+41,558	New	+$1.73M	1.93%	17

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

Finivi Inc's DVN Position: Q2 2024 in Review

Finivi Inc sold out of Devon Energy (DVN) in Q2 2024, closing a stake of 8,873 shares — an estimated $445K sold.

Finivi Inc first reported a position in DVN in Q4 2021 and held it in 3 quarters. The position peaked at $1.83M in Q4 2021. 1,218 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

Finivi Inc reported no remaining Devon Energy position as of Q2 2024 after selling out during the quarter.
Finivi Inc sold 8,873 Devon Energy shares in Q2 2024, an estimated $445K.
Finivi Inc first reported a position in Devon Energy in Q4 2021 and held it in 3 quarters.
Finivi Inc's Devon Energy position peaked at $1.83M in Q4 2021.
1,218 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on Finivi Inc's 13F filing for Q2 2024, filed 19 Dec 2025.