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Heritage Wealth Management (Arizona)’s Devon Energy DVN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$6.89K Buy
112
+56
+100% +$3.82K ﹤0.01% 828
2022
Q3 		$3K Buy
56
+6
+12% +$373 ﹤0.01% 816
2022
Q2 		$2.76K Hold
50
– – ﹤0.01% 847
2022
Q1 		$3K Buy
+50
New +$2.71K ﹤0.01% 849
2021
Q3 		$2K Hold
50
– – ﹤0.01% 810
2021
Q2 		$1K Hold
50
– – ﹤0.01% 859
2021
Q1 		$1K Buy
+50
New +$1.03K ﹤0.01% 711

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DVN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Devon Energy (DVN) stake by 100% in Q4 2022, buying an estimated $3.82K and bringing the position to 112 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Heritage Wealth Management (Arizona) first reported a position in DVN in Q1 2021 and has held it in 7 quarters since. 1,332 funds tracked by Wall St. Rank hold DVN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 112 shares of Devon Energy worth $6.89K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 56 Devon Energy shares in Q4 2022, an estimated $3.82K.
  • Devon Energy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #828 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Devon Energy in Q1 2021 and has held it in 7 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Devon Energy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.