MWM
DVN icon

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% 489
2017
Q2 		$0 Hold
26
– – ﹤0.01% 483
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return