HHM Wealth Advisors’s Devon Energy DVN Stock Holding History

HHM Wealth 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 Q2	–	Sell	-40	Closed	-$1.5K	–	881
2025 Q1	$1.5K	Sell	40 -450	-92%	-$16K	﹤0.01%	788
2024 Q4	$16K	Buy	490 +451	+1,156%	+$17K	﹤0.01%	529
2024 Q3	$1.54K	Hold	39	–	–	﹤0.01%	717
2024 Q2	$1.86K	Hold	39	–	–	﹤0.01%	709
2024 Q1	$1.96K	Buy	39 +1	+3%	+$44	﹤0.01%	688
2023 Q4	$1.72K	Hold	38	–	–	﹤0.01%	687
2023 Q3	$1.79K	Buy	38 +1	+3%	+$50	﹤0.01%	722
2023 Q2	$1.79K	Buy	37 +1	+3%	+$50	﹤0.01%	733
2023 Q1	$1.84K	Hold	36	–	–	﹤0.01%	729
2022 Q4	$2.19K	Buy	36 +1	+3%	+$68	﹤0.01%	599
2022 Q3	$2K	Buy	35 +1	+3%	+$62	﹤0.01%	597
2022 Q2	$2K	Buy	+34	New	+$2.22K	﹤0.01%	736

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return