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Lumature Wealth Partners’s Devon Energy DVN Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$147K Buy
3,050
+800
+36% +$40.2K 0.09% 172
2023
Q1 		$114K Buy
2,250
+800
+55% +$45.5K 0.06% 183
2022
Q4 		$89.2K Buy
1,450
+550
+61% +$37.5K 0.05% 191
2022
Q3 		$54K Buy
+900
New +$55.9K 0.03% 225

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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lumature Wealth Partners's DVN Position: Q2 2023 in Review

Lumature Wealth Partners increased its Devon Energy (DVN) stake by 36% in Q2 2023, buying an estimated $40.2K and bringing the position to 3,050 shares worth $147K. The position accounts for 0.09% of the portfolio, ranked #172.

Lumature Wealth Partners first reported a position in DVN in Q3 2022 and has held it in 4 quarters since. 1,223 funds tracked by Wall St. Rank hold DVN as of Q2 2023.

  • Lumature Wealth Partners held 3,050 shares of Devon Energy worth $147K as of Q2 2023.
  • Lumature Wealth Partners bought 800 Devon Energy shares in Q2 2023, an estimated $40.2K.
  • Devon Energy made up 0.09% of Lumature Wealth Partners's portfolio in Q2 2023, its #172 holding.
  • Lumature Wealth Partners first reported a position in Devon Energy in Q3 2022 and has held it in 4 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Devon Energy as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.