MWM
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Midwest Wealth Management’s Devon Energy DVN Stock Holding History

Midwest 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
2022
Q1 		$3.44M Buy
58,151
+437
+0.8% +$23.7K 2.09% 6
2021
Q4 		$2.54M Buy
57,714
+3,769
+7% +$157K 1.59% 16
2021
Q3 		$1.92M Buy
53,945
+13,900
+35% +$394K 1.32% 27
2021
Q2 		$1.17M Buy
40,045
+12,323
+44% +$319K 0.83% 57
2021
Q1 		$606K Buy
27,722
+16,335
+143% +$336K 0.49% 76
2020
Q4 		$180K Buy
+11,387
New +$141K 0.16% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Midwest Wealth Management's DVN Position: Q1 2022 in Review

Midwest Wealth Management increased its Devon Energy (DVN) stake by 0.76% in Q1 2022, buying an estimated $23.7K and bringing the position to 58,151 shares worth $3.44M. The position accounts for 2.09% of the portfolio, ranked #6.

Midwest Wealth Management first reported a position in DVN in Q4 2020 and has held it in 6 quarters since. 1,100 funds tracked by Wall St. Rank hold DVN as of Q1 2022.

  • Midwest Wealth Management held 58,151 shares of Devon Energy worth $3.44M as of Q1 2022.
  • Midwest Wealth Management bought 437 Devon Energy shares in Q1 2022, an estimated $23.7K.
  • Devon Energy made up 2.09% of Midwest Wealth Management's portfolio in Q1 2022, its #6 holding.
  • Midwest Wealth Management first reported a position in Devon Energy in Q4 2020 and has held it in 6 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Devon Energy as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.