FDW
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Fourth Dimension Wealth’s Devon Energy DVN Stock Holding History

Fourth Dimension Wealth’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
2026
Q1 		$1.31K Sell
26
-50
-66% -$2.14K ﹤0.01% 541
2025
Q4 		$2.78K Sell
76
-232
-75% -$8.1K ﹤0.01% 525
2025
Q3 		$10.8K Buy
308
+200
+185% +$6.81K ﹤0.01% 409
2025
Q2 		$3.44K Hold
108
– – ﹤0.01% 511
2025
Q1 		$4.04K Sell
108
-102
-49% -$3.62K ﹤0.01% 511
2024
Q4 		$6.87K Buy
+210
New +$7.91K ﹤0.01% 470

Other funds holding DVN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM