Lee, Danner & Bass’s Devon Energy DVN Stock Holding History

Lee, Danner & Bass’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	-461	Closed	-$15.1K	–	345
2024 Q4	$15.1K	Buy	+461	New	+$17.4K	﹤0.01%	496

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

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee, Danner & Bass's DVN Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 461 shares — an estimated $15.1K sold.

Lee, Danner & Bass first reported a position in DVN in Q4 2024 and held it in 1 quarter. The position peaked at $15.1K in Q4 2024. 1,156 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

Lee, Danner & Bass reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 461 Devon Energy shares in Q1 2025, an estimated $15.1K.
Lee, Danner & Bass first reported a position in Devon Energy in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Devon Energy position peaked at $15.1K in Q4 2024.
1,156 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.