Moneta Group Investment Advisors’s Devon Energy DVN Stock Holding History

Moneta Group Investment Advisors’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
2025 Q2	–	Sell	-9,532	Closed	-$356K	–	711
2025 Q1	$356K	Buy	+9,532	New	+$338K	﹤0.01%	490
2023 Q2	–	Sell	-4,824	Closed	-$244K	–	551
2023 Q1	$244K	Buy	+4,824	New	+$275K	0.01%	457
2018 Q1	–	Sell	-6	Closed	–	–	637
2017 Q4	$0	Buy	+6	New	+$227	﹤0.01%	487
2015 Q4	–	Sell	-30	Closed	-$1K	–	214
2015 Q3	$1K	Buy	+30	New	+$1.38K	﹤0.01%	513

Other funds holding DVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneta Group Investment Advisors's DVN Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of Devon Energy (DVN) in Q2 2025, closing a stake of 9,532 shares — an estimated $356K sold.

Moneta Group Investment Advisors first reported a position in DVN in Q3 2015 and held it in 4 quarters. The position peaked at $356K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

Moneta Group Investment Advisors reported no remaining Devon Energy position as of Q2 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 9,532 Devon Energy shares in Q2 2025, an estimated $356K.
Moneta Group Investment Advisors first reported a position in Devon Energy in Q3 2015 and held it in 4 quarters.
Moneta Group Investment Advisors's Devon Energy position peaked at $356K in Q1 2025.
1,104 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.