LGWM
DVN icon

Litman Gregory Wealth Management’s Devon Energy DVN Stock Holding History

Litman Gregory 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
2019
Q4 		– Sell
-32
Closed -$1K – 226
2019
Q3 		$1K Sell
32
-31
-49% -$776 ﹤0.01% 201
2019
Q2 		$2K Buy
+63
New +$1.87K ﹤0.01% 213
2018
Q2 		– Sell
-150
Closed -$5K – 117
2018
Q1 		$5K Buy
+150
New +$5.51K ﹤0.01% 152

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Litman Gregory Wealth Management's DVN Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Devon Energy (DVN) in Q4 2019, closing a stake of 32 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in DVN in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 624 funds tracked by Wall St. Rank hold DVN as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Devon Energy position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 32 Devon Energy shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Devon Energy in Q1 2018 and held it in 3 quarters.
  • Litman Gregory Wealth Management's Devon Energy position peaked at $5K in Q1 2018.
  • 624 funds tracked by Wall St. Rank held Devon Energy as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.