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Hibernia Wealth Partners’s Devon Energy DVN Stock Holding History

Hibernia Wealth Partners’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
2023
Q4 		– Sell
-115
Closed -$5.49K – 138
2023
Q3 		$5.49K Buy
+115
New +$5.79K ﹤0.01% 203

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hibernia Wealth Partners's DVN Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Devon Energy (DVN) in Q4 2023, closing a stake of 115 shares — an estimated $5.49K sold.

Hibernia Wealth Partners first reported a position in DVN in Q3 2023 and held it in 1 quarter. The position peaked at $5.49K in Q3 2023. 1,231 funds tracked by Wall St. Rank hold DVN as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Devon Energy position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 115 Devon Energy shares in Q4 2023, an estimated $5.49K.
  • Hibernia Wealth Partners first reported a position in Devon Energy in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Devon Energy position peaked at $5.49K in Q3 2023.
  • 1,231 funds tracked by Wall St. Rank held Devon Energy as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.