LF
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Lee Financial’s Devon Energy DVN Stock Holding History

Lee Financial’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
-68
Closed -$3.08K – 349
2023
Q4 		$3.08K Hold
68
– – ﹤0.01% 650
2023
Q3 		$3.24K Hold
68
– – ﹤0.01% 586
2023
Q2 		$3.29K Sell
68
-316
-82% -$15.9K ﹤0.01% 568
2023
Q1 		$19.4K Sell
384
-203
-35% -$11.6K ﹤0.01% 312
2022
Q4 		$36.1K Buy
587
+50
+9% +$3.41K 0.01% 275
2022
Q3 		$33K Buy
537
+9
+2% +$559 0.01% 279
2022
Q2 		$29K Buy
528
+85
+19% +$5.55K 0.01% 292
2022
Q1 		$27K Sell
443
-74
-14% -$4.01K ﹤0.01% 300
2021
Q4 		$23K Buy
517
+134
+35% +$5.57K ﹤0.01% 347
2021
Q3 		$14K Buy
383
+315
+463% +$8.93K ﹤0.01% 380
2021
Q2 		$2K Hold
68
– – ﹤0.01% 561
2021
Q1 		$1K Buy
+68
New +$1.4K ﹤0.01% 470
2020
Q2 		– Sell
-64
Closed – – 528
2020
Q1 		$0 Hold
64
– – ﹤0.01% 486
2019
Q4 		$2K Hold
64
– – ﹤0.01% 461
2019
Q3 		$2K Hold
64
– – ﹤0.01% 476
2019
Q2 		$2K Hold
64
– – ﹤0.01% 482
2019
Q1 		$2K Buy
+64
New +$1.79K ﹤0.01% 469
2018
Q2 		– Sell
-1,000
Closed -$32K – 790
2018
Q1 		$32K Buy
+1,000
New +$36.7K 0.01% 294
2017
Q1 		– Sell
-249
Closed -$10K – 413
2016
Q4 		$10K Buy
+249
New +$11K 0.01% 284

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $39.3B AUM 27.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Financial's DVN Position: Q1 2024 in Review

Lee Financial sold out of Devon Energy (DVN) in Q1 2024, closing a stake of 68 shares — an estimated $3.08K sold.

Lee Financial first reported a position in DVN in Q4 2016 and held it in 19 quarters. The position peaked at $36.1K in Q4 2022. 1,233 funds tracked by Wall St. Rank hold DVN as of Q1 2024.

  • Lee Financial reported no remaining Devon Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 68 Devon Energy shares in Q1 2024, an estimated $3.08K.
  • Lee Financial first reported a position in Devon Energy in Q4 2016 and held it in 19 quarters.
  • Lee Financial's Devon Energy position peaked at $36.1K in Q4 2022.
  • 1,233 funds tracked by Wall St. Rank held Devon Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.