Kiley Juergens Wealth Management’s Devon Energy DVN Stock Holding History

Kiley Juergens 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
2023 Q3	–	Sell	-10,253	Closed	-$496K	–	75
2023 Q2	$496K	Sell	10,253 -8,346	-45%	-$420K	0.17%	64
2023 Q1	$941K	Buy	18,599 +3,829	+26%	+$218K	0.35%	48
2022 Q4	$909K	Buy	14,770 +1,770	+14%	+$121K	0.38%	49
2022 Q3	$781K	Buy	13,000 +2,530	+24%	+$157K	0.37%	49
2022 Q2	$577K	Buy	+10,470	New	+$684K	0.27%	59
2018 Q4	–	Sell	-1,192	Closed	-$47K	–	200
2018 Q3	$47K	Hold	1,192	–	–	0.04%	240
2018 Q2	$52K	Buy	+1,192	New	+$46.2K	0.05%	201
2018 Q1	–	Sell	-3,397	Closed	-$140K	–	221
2017 Q4	$140K	Buy	+3,397	New	+$129K	0.13%	101

Other funds holding DVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiley Juergens Wealth Management's DVN Position: Q3 2023 in Review

Kiley Juergens Wealth Management sold out of Devon Energy (DVN) in Q3 2023, closing a stake of 10,253 shares — an estimated $496K sold.

Kiley Juergens Wealth Management first reported a position in DVN in Q4 2017 and held it in 8 quarters. The position peaked at $941K in Q1 2023. 1,217 funds tracked by Wall St. Rank hold DVN as of Q3 2023.

Kiley Juergens Wealth Management reported no remaining Devon Energy position as of Q3 2023 after selling out during the quarter.
Kiley Juergens Wealth Management sold 10,253 Devon Energy shares in Q3 2023, an estimated $496K.
Kiley Juergens Wealth Management first reported a position in Devon Energy in Q4 2017 and held it in 8 quarters.
Kiley Juergens Wealth Management's Devon Energy position peaked at $941K in Q1 2023.
1,217 funds tracked by Wall St. Rank held Devon Energy as of Q3 2023.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.