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Maxwell Wealth Strategies’s Devon Energy DVN Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$640K Sell
19,561
-20,933
-52% -$788K 0.26% 76
2024
Q3 		$1.59M Buy
40,494
+11,159
+38% +$491K 0.68% 52
2024
Q2 		$1.39M Sell
29,335
-149
-0.5% -$7.41K 0.68% 51
2024
Q1 		$1.4M Sell
29,484
-8,509
-22% -$378K 0.71% 50
2023
Q4 		$1.72M Buy
+37,993
New +$1.74M 1.12% 34

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Maxwell Wealth Strategies's DVN Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Devon Energy (DVN) stake by 52% in Q4 2024, selling an estimated $788K and leaving 19,561 shares worth $640K. The position accounts for 0.26% of the portfolio, ranked #76.

Maxwell Wealth Strategies first reported a position in DVN in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2023. 1,139 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Maxwell Wealth Strategies held 19,561 shares of Devon Energy worth $640K as of Q4 2024.
  • Maxwell Wealth Strategies sold 20,933 Devon Energy shares in Q4 2024, an estimated $788K.
  • Devon Energy made up 0.26% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #76 holding.
  • Maxwell Wealth Strategies first reported a position in Devon Energy in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Devon Energy position peaked at $1.72M in Q4 2023.
  • 1,139 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.