IPC
DVN icon

Independent Portfolio Consultants’s Devon Energy DVN Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$7K Buy
+225
New +$8.23K ﹤0.01% 748
2015
Q3 		– Sell
-25
Closed -$1K – 803
2015
Q2 		$1K Sell
25
-9,606
-100% -$621K ﹤0.01% 854
2015
Q1 		$581K Sell
9,631
-114
-1% -$6.95K 0.12% 220
2014
Q4 		$596K Sell
9,745
-1,780
-15% -$108K 0.12% 227
2014
Q3 		$786K Buy
11,525
+150
+1% +$11.2K 0.21% 126
2014
Q2 		$903K Sell
11,375
-90
-0.8% -$6.55K 0.25% 97
2014
Q1 		$767K Buy
+11,465
New +$712K 0.24% 125

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Portfolio Consultants's DVN Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Devon Energy (DVN) in Q2 2017: 225 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in DVN as recently as Q2 2015.

Independent Portfolio Consultants first reported a position in DVN in Q1 2014 and has held it in 7 quarters since. The position peaked at $903K in Q2 2014. 732 funds tracked by Wall St. Rank hold DVN as of Q2 2017.

  • Independent Portfolio Consultants held 225 shares of Devon Energy worth $7K as of Q2 2017.
  • Devon Energy was a new Independent Portfolio Consultants position in Q2 2017.
  • Devon Energy made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #748 holding.
  • Independent Portfolio Consultants first reported a position in Devon Energy in Q1 2014 and has held it in 7 quarters since.
  • Independent Portfolio Consultants's Devon Energy position peaked at $903K in Q2 2014.
  • 732 funds tracked by Wall St. Rank held Devon Energy as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.