Householder Group Estate & Retirement Specialist’s Devon Energy DVN Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$3K	Sell	100 -13,985	-99%	-$527K	﹤0.01%	450
2024 Q3	$551K	Buy	14,085 +290	+2%	+$12.8K	0.16%	126
2024 Q2	$653K	Buy	13,795 +1,389	+11%	+$69.1K	0.18%	110
2024 Q1	$623K	Sell	12,406 -7,570	-38%	-$336K	0.19%	109
2023 Q4	$904K	Sell	19,976 -6,536	-25%	-$299K	0.3%	68
2023 Q3	$1.26M	Buy	+26,512	New	+$1.34M	0.46%	47
2023 Q1	$1.02M	Buy	20,126 +2,321	+13%	+$132K	0.39%	56
2022 Q4	$1.09M	Buy	17,805 +6,195	+53%	+$422K	1.63%	14
2022 Q3	$698K	Buy	11,610 +7,310	+170%	+$454K	0.29%	77
2022 Q2	$237K	Buy	+4,300	New	+$281K	0.11%	176

Other funds holding DVN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EECFX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DVN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Devon Energy (DVN) stake by 99% in Q4 2024, selling an estimated $527K and leaving 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Householder Group Estate & Retirement Specialist first reported a position in DVN in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.26M in Q3 2023. 1,139 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

Householder Group Estate & Retirement Specialist held 100 shares of Devon Energy worth $3K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 13,985 Devon Energy shares in Q4 2024, an estimated $527K.
Devon Energy made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #450 holding.
Householder Group Estate & Retirement Specialist first reported a position in Devon Energy in Q2 2022 and has held it in 10 quarters since.
Householder Group Estate & Retirement Specialist's Devon Energy position peaked at $1.26M in Q3 2023.
1,139 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.