Iron Horse Wealth Management’s Devon Energy DVN Stock Holding History

Iron Horse Wealth Management’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 Q1	–	Sell	-53	Closed	-$1.74K	–	617
2024 Q4	$1.74K	Hold	53	–	–	﹤0.01%	404
2024 Q3	$2.07K	Hold	53	–	–	﹤0.01%	379
2024 Q2	$2.51K	Hold	53	–	–	﹤0.01%	339
2024 Q1	$2.66K	Hold	53	–	–	﹤0.01%	314
2023 Q4	$2.4K	Hold	53	–	–	﹤0.01%	347
2023 Q3	$2.53K	Buy	+53	New	+$2.67K	﹤0.01%	331
2023 Q1	–	Sell	-70	Closed	-$4K	–	365
2022 Q4	$4K	Buy	+70	New	+$4.77K	﹤0.01%	163

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Iron Horse Wealth Management's DVN Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 53 shares — an estimated $1.74K sold.

Iron Horse Wealth Management first reported a position in DVN in Q4 2022 and held it in 7 quarters. The position peaked at $4K in Q4 2022. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

Iron Horse Wealth Management reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 53 Devon Energy shares in Q1 2025, an estimated $1.74K.
Iron Horse Wealth Management first reported a position in Devon Energy in Q4 2022 and held it in 7 quarters.
Iron Horse Wealth Management's Devon Energy position peaked at $4K in Q4 2022.
1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.