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Mascoma Wealth Management’s Devon Energy DVN Stock Holding History

Mascoma 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
2025
Q3 		– Sell
-150
Closed -$4.77K – 467
2025
Q2 		$4.77K Hold
150
– – ﹤0.01% 384
2025
Q1 		$5.61K Hold
150
– – ﹤0.01% 389
2024
Q4 		$4.91K Hold
150
– – ﹤0.01% 408
2024
Q3 		$5.87K Hold
150
– – ﹤0.01% 373
2024
Q2 		$7.11K Buy
+150
New +$7.46K ﹤0.01% 371
2022
Q2 		– Sell
-22
Closed -$1K – 614
2022
Q1 		$1K Hold
22
– – ﹤0.01% 568
2021
Q4 		$1K Buy
+22
New +$915 ﹤0.01% 512
2017
Q2 		– Sell
-1,057
Closed -$44K – 417
2017
Q1 		$44K Sell
1,057
-185
-15% -$8.13K 0.03% 149
2016
Q4 		$57K Buy
+1,242
New +$54.8K 0.04% 134

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mascoma Wealth Management's DVN Position: Q3 2025 in Review

Mascoma Wealth Management sold out of Devon Energy (DVN) in Q3 2025, closing a stake of 150 shares — an estimated $4.77K sold.

Mascoma Wealth Management first reported a position in DVN in Q4 2016 and held it in 9 quarters. The position peaked at $57K in Q4 2016. 1,103 funds tracked by Wall St. Rank hold DVN as of Q3 2025.

  • Mascoma Wealth Management reported no remaining Devon Energy position as of Q3 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 150 Devon Energy shares in Q3 2025, an estimated $4.77K.
  • Mascoma Wealth Management first reported a position in Devon Energy in Q4 2016 and held it in 9 quarters.
  • Mascoma Wealth Management's Devon Energy position peaked at $57K in Q4 2016.
  • 1,103 funds tracked by Wall St. Rank held Devon Energy as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.