MinichMacGregor Wealth Management’s Devon Energy DVN Stock Holding History

MinichMacGregor 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
2018 Q4	–	Sell	-38	Closed	-$1K	–	198
2018 Q3	$1K	Hold	38	–	–	﹤0.01%	478
2018 Q2	$1K	Hold	38	–	–	﹤0.01%	478
2018 Q1	$1K	Buy	38 +3	+9%	+$110	﹤0.01%	458
2017 Q4	$1K	Buy	35 +9	+35%	+$341	﹤0.01%	449
2017 Q3	$0	Hold	26	–	–	﹤0.01%	487
2017 Q2	$0	Hold	26	–	–	﹤0.01%	481
2017 Q1	$1K	Sell	26 -2	-7%	-$88	﹤0.01%	409
2016 Q4	$1K	Hold	28	–	–	﹤0.01%	410
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	406
2016 Q2	$1K	Sell	28 -16	-36%	-$543	﹤0.01%	389
2016 Q1	$1K	Buy	+44	New	+$1.07K	﹤0.01%	375

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MinichMacGregor Wealth Management's DVN Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Devon Energy (DVN) in Q4 2018, closing a stake of 38 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in DVN in Q1 2016 and held it in 11 quarters. The position peaked at $1K in Q3 2018. 656 funds tracked by Wall St. Rank hold DVN as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Devon Energy position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 38 Devon Energy shares in Q4 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in Devon Energy in Q1 2016 and held it in 11 quarters.
MinichMacGregor Wealth Management's Devon Energy position peaked at $1K in Q3 2018.
656 funds tracked by Wall St. Rank held Devon Energy as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.