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Legend Financial Advisors’s Devon Energy DVN Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-166
Closed -$5.43K – 96
2024
Q4 		$5.43K Buy
+166
New +$6.25K ﹤0.01% 149
2024
Q3 		– Sell
-166
Closed -$7.87K – 197
2024
Q2 		$7.87K Buy
+166
New +$8.26K 0.01% 165
2022
Q1 		– Sell
-15,009
Closed -$661K – 41
2021
Q4 		$661K Buy
+15,009
New +$624K 0.46% 28

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 $3.37T AUM 44.26% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legend Financial Advisors's DVN Position: Q1 2025 in Review

Legend Financial Advisors sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 166 shares — an estimated $5.43K sold.

Legend Financial Advisors first reported a position in DVN in Q4 2021 and held it in 3 quarters. The position peaked at $661K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

  • Legend Financial Advisors reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 166 Devon Energy shares in Q1 2025, an estimated $5.43K.
  • Legend Financial Advisors first reported a position in Devon Energy in Q4 2021 and held it in 3 quarters.
  • Legend Financial Advisors's Devon Energy position peaked at $661K in Q4 2021.
  • 1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.