LWM
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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return