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KCM Investment Advisors’s Devon Energy DVN Stock Holding History

KCM Investment Advisors’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
Q1 		– Sell
-5,714
Closed -$259K – 382
2023
Q4 		$259K Sell
5,714
-34
-0.6% -$1.56K 0.01% 330
2023
Q3 		$274K Sell
5,748
-5,236
-48% -$264K 0.01% 317
2023
Q2 		$531K Sell
10,984
-1,534
-12% -$77.1K 0.02% 252
2023
Q1 		$634K Sell
12,518
-300
-2% -$17.1K 0.03% 245
2022
Q4 		$788K Buy
12,818
+661
+5% +$45.1K 0.03% 227
2022
Q3 		$731K Buy
12,157
+1,117
+10% +$69.4K 0.03% 223
2022
Q2 		$608K Buy
11,040
+6,024
+120% +$393K 0.03% 242
2022
Q1 		$297K Buy
+5,016
New +$272K 0.01% 352
2014
Q4 		– Sell
-3,004
Closed -$205K – 517
2014
Q3 		$205K Buy
+3,004
New +$223K 0.02% 479

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return