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Minot Wealth Management’s Devon Energy DVN Stock Holding History

Minot 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
Q2 		$3.08M Buy
55,980
+14,355
+34% +$938K 0.79% 38
2022
Q1 		$2.46M Buy
+41,625
New +$2.25M 0.53% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Minot Wealth Management's DVN Position: Q2 2022 in Review

Minot Wealth Management increased its Devon Energy (DVN) stake by 34% in Q2 2022, buying an estimated $938K and bringing the position to 55,980 shares worth $3.08M. The position accounts for 0.79% of the portfolio, ranked #38.

Minot Wealth Management first reported a position in DVN in Q1 2022 and has held it in 2 quarters since. 1,176 funds tracked by Wall St. Rank hold DVN as of Q2 2022.

  • Minot Wealth Management held 55,980 shares of Devon Energy worth $3.08M as of Q2 2022.
  • Minot Wealth Management bought 14,355 Devon Energy shares in Q2 2022, an estimated $938K.
  • Devon Energy made up 0.79% of Minot Wealth Management's portfolio in Q2 2022, its #38 holding.
  • Minot Wealth Management first reported a position in Devon Energy in Q1 2022 and has held it in 2 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Devon Energy as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.