HA
DVN icon

Herold Advisors’s Devon Energy DVN Stock Holding History

Herold Advisors’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
2025
Q3 		– Sell
-8,900
Closed -$283K – 270
2025
Q2 		$283K Buy
8,900
+3,150
+55% +$100K 0.06% 251
2025
Q1 		$215K Buy
+5,750
New +$204K 0.05% 255
2024
Q4 		– Sell
-6,700
Closed -$262K – 276
2024
Q3 		$262K Buy
6,700
+450
+7% +$19.8K 0.06% 236
2024
Q2 		$296K Hold
6,250
– – 0.07% 217
2024
Q1 		$314K Buy
6,250
+1,350
+28% +$59.9K 0.08% 213
2023
Q4 		$222K Hold
4,900
– – 0.06% 222
2023
Q3 		$234K Buy
+4,900
New +$247K 0.07% 219
2022
Q2 		– Sell
-200
Closed -$11.8K – 305
2022
Q1 		$11.8K Buy
+200
New +$10.8K ﹤0.01% 579

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Victory Capital Management
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EECFX
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Morgan Stanley
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EP
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Dimensional Fund Advisors
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return