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IAG Wealth Partners’s Devon Energy DVN Stock Holding History

IAG 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
2024
Q4 		– Sell
-800
Closed -$31.3K – 514
2024
Q3 		$31.3K Buy
+800
New +$35.2K 0.01% 235
2024
Q2 		– Sell
-250
Closed -$12.5K – 503
2024
Q1 		$12.5K Buy
+250
New +$11.1K ﹤0.01% 291
2023
Q1 		– Sell
-150
Closed -$9.23K – 459
2022
Q4 		$9.23K Buy
+150
New +$10.2K ﹤0.01% 294

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 $3.37T AUM 44.26% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

IAG Wealth Partners's DVN Position: Q4 2024 in Review

IAG Wealth Partners sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 800 shares — an estimated $31.3K sold.

IAG Wealth Partners first reported a position in DVN in Q4 2022 and held it in 3 quarters. The position peaked at $31.3K in Q3 2024. 1,141 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • IAG Wealth Partners reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 800 Devon Energy shares in Q4 2024, an estimated $31.3K.
  • IAG Wealth Partners first reported a position in Devon Energy in Q4 2022 and held it in 3 quarters.
  • IAG Wealth Partners's Devon Energy position peaked at $31.3K in Q3 2024.
  • 1,141 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.