HSA
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HBK Sorce Advisory’s Devon Energy DVN Stock Holding History

HBK Sorce Advisory’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
Q3 		– Sell
-8,112
Closed -$385K – 586
2024
Q2 		$385K Buy
8,112
+45
+0.6% +$2.24K 0.01% 385
2024
Q1 		$405K Buy
8,067
+1,850
+30% +$82.1K 0.01% 389
2023
Q4 		$282K Buy
6,217
+333
+6% +$15.2K 0.01% 433
2023
Q3 		$281K Buy
5,884
+783
+15% +$39.4K 0.01% 433
2023
Q2 		$247K Sell
5,101
-749
-13% -$37.7K 0.01% 490
2023
Q1 		$296K Sell
5,850
-12,576
-68% -$716K 0.01% 437
2022
Q4 		$1.13M Buy
18,426
+11,232
+156% +$766K 0.03% 269
2022
Q3 		$433K Buy
7,194
+1,459
+25% +$90.6K 0.03% 292
2022
Q2 		$316K Buy
+5,735
New +$375K 0.02% 319

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return