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LGT Financial Advisors’s Devon Energy DVN Stock Holding History

LGT 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
-223
Closed -$7.3K – 424
2024
Q4 		$7.3K Hold
223
– – 0.02% 490
2024
Q3 		$8.72K Hold
223
– – 0.02% 444
2024
Q2 		$10.6K Hold
223
– – 0.02% 462
2024
Q1 		$11.2K Hold
223
– – 0.01% 474
2023
Q4 		$10.1K Hold
223
– – 0.01% 485
2023
Q3 		$10.6K Buy
+223
New +$11.2K 0.01% 467

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
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

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

LGT Financial Advisors sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 223 shares — an estimated $7.3K sold.

LGT Financial Advisors first reported a position in DVN in Q3 2023 and held it in 6 quarters. The position peaked at $11.2K in Q1 2024. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

  • LGT Financial Advisors reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 223 Devon Energy shares in Q1 2025, an estimated $7.3K.
  • LGT Financial Advisors first reported a position in Devon Energy in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Devon Energy position peaked at $11.2K in Q1 2024.
  • 1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.