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Liberty Wealth Management’s Devon Energy DVN Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-4,068
Closed -$161K – 415
2021
Q3 		$161K Buy
4,068
+2,520
+163% +$71.5K 0.06% 200
2021
Q2 		$45K Sell
1,548
-549
-26% -$14.2K 0.02% 341
2021
Q1 		$35K Hold
2,097
– – 0.02% 350
2020
Q4 		$35K Sell
2,097
-8
-0.4% -$99 0.02% 348
2020
Q3 		$20K Sell
2,105
-144
-6% -$1.52K 0.01% 399
2020
Q2 		$25K Buy
2,249
+2,209
+5,523% +$25.2K 0.02% 344
2020
Q1 		$0 Hold
40
– – ﹤0.01% 905
2019
Q4 		$1K Hold
40
– – ﹤0.01% 815
2019
Q3 		$1K Hold
40
– – ﹤0.01% 783
2019
Q2 		$1K Hold
40
– – ﹤0.01% 810
2019
Q1 		$1K Hold
40
– – ﹤0.01% 667
2018
Q4 		$0 Buy
+40
New +$1.23K ﹤0.01% 761

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
EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's DVN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Devon Energy (DVN) in Q4 2021, closing a stake of 4,068 shares — an estimated $161K sold.

Liberty Wealth Management first reported a position in DVN in Q4 2018 and held it in 12 quarters. The position peaked at $161K in Q3 2021. 925 funds tracked by Wall St. Rank hold DVN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Devon Energy position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4,068 Devon Energy shares in Q4 2021, an estimated $161K.
  • Liberty Wealth Management first reported a position in Devon Energy in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Devon Energy position peaked at $161K in Q3 2021.
  • 925 funds tracked by Wall St. Rank held Devon Energy as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.