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Kohmann Bosshard Financial Services’s Devon Energy DVN Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-3,428
Closed -$211K – 169
2022
Q4 		$211K Buy
+3,428
New +$234K 0.04% 146
2022
Q3 		– Sell
-4,428
Closed -$244K – 142
2022
Q2 		$244K Buy
+4,428
New +$289K 0.05% 115

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kohmann Bosshard Financial Services's DVN Position: Q1 2023 in Review

Kohmann Bosshard Financial Services sold out of Devon Energy (DVN) in Q1 2023, closing a stake of 3,428 shares — an estimated $211K sold.

Kohmann Bosshard Financial Services first reported a position in DVN in Q2 2022 and held it in 2 quarters. The position peaked at $244K in Q2 2022. 1,238 funds tracked by Wall St. Rank hold DVN as of Q1 2023.

  • Kohmann Bosshard Financial Services reported no remaining Devon Energy position as of Q1 2023 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 3,428 Devon Energy shares in Q1 2023, an estimated $211K.
  • Kohmann Bosshard Financial Services first reported a position in Devon Energy in Q2 2022 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Devon Energy position peaked at $244K in Q2 2022.
  • 1,238 funds tracked by Wall St. Rank held Devon Energy as of Q1 2023.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2023, filed 28 Apr 2023.