Legacy Advisors’s Devon Energy DVN Stock Holding History

Legacy 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
2023 Q4	–	Sell	-4,649	Closed	-$222K	–	311
2023 Q3	$222K	Buy	+4,649	New	+$234K	0.04%	259

Other funds holding DVN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Advisors's DVN Position: Q4 2023 in Review

Legacy Advisors sold out of Devon Energy (DVN) in Q4 2023, closing a stake of 4,649 shares — an estimated $222K sold.

Legacy Advisors first reported a position in DVN in Q3 2023 and held it in 1 quarter. The position peaked at $222K in Q3 2023. 1,231 funds tracked by Wall St. Rank hold DVN as of Q4 2023.

Legacy Advisors reported no remaining Devon Energy position as of Q4 2023 after selling out during the quarter.
Legacy Advisors sold 4,649 Devon Energy shares in Q4 2023, an estimated $222K.
Legacy Advisors first reported a position in Devon Energy in Q3 2023 and held it in 1 quarter.
Legacy Advisors's Devon Energy position peaked at $222K in Q3 2023.
1,231 funds tracked by Wall St. Rank held Devon Energy as of Q4 2023.

Based on Legacy Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.