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Lowe Wealth Advisors’s Devon Energy DVN Stock Holding History

Lowe Wealth 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
-258
Closed -$8.44K – 375
2024
Q4 		$8.44K Hold
258
– – ﹤0.01% 243
2024
Q3 		$10.1K Hold
258
– – ﹤0.01% 224
2024
Q2 		$12.2K Hold
258
– – 0.01% 207
2024
Q1 		$12.9K Hold
258
– – 0.01% 198
2023
Q4 		$11.7K Hold
258
– – 0.01% 200
2023
Q3 		$12.3K Hold
258
– – 0.01% 188
2023
Q2 		$12.5K Hold
258
– – 0.01% 200
2023
Q1 		$13.1K Sell
258
-430
-63% -$24.5K 0.01% 187
2022
Q4 		$42.3K Sell
688
-100
-13% -$6.82K 0.02% 113
2022
Q3 		$47K Buy
788
+488
+163% +$30.3K 0.03% 98
2022
Q2 		$17K Buy
300
+50
+20% +$3.27K 0.01% 144
2022
Q1 		$15K Buy
250
+200
+400% +$10.8K 0.01% 170
2021
Q4 		$2K Buy
+50
New +$2.08K ﹤0.01% 265
2018
Q4 		– Sell
-121
Closed -$5K – 266
2018
Q3 		$5K Buy
+121
New +$5.15K ﹤0.01% 183

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

Lowe Wealth Advisors's DVN Position: Q1 2025 in Review

Lowe Wealth Advisors sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 258 shares — an estimated $8.44K sold.

Lowe Wealth Advisors first reported a position in DVN in Q3 2018 and held it in 14 quarters. The position peaked at $47K in Q3 2022. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

  • Lowe Wealth Advisors reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
  • Lowe Wealth Advisors sold 258 Devon Energy shares in Q1 2025, an estimated $8.44K.
  • Lowe Wealth Advisors first reported a position in Devon Energy in Q3 2018 and held it in 14 quarters.
  • Lowe Wealth Advisors's Devon Energy position peaked at $47K in Q3 2022.
  • 1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Lowe Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.