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Moulton Wealth Management’s Devon Energy DVN Stock Holding History

Moulton 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
2021
Q4 		– Sell
-30,921
Closed -$1.14M – 30
2021
Q3 		$1.14M Sell
30,921
-29,938
-49% -$849K 0.85% 22
2021
Q2 		$1.78M Buy
+60,859
New +$1.57M 1.3% 20

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
EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moulton Wealth Management's DVN Position: Q4 2021 in Review

Moulton Wealth Management sold out of Devon Energy (DVN) in Q4 2021, closing a stake of 30,921 shares — an estimated $1.14M sold.

Moulton Wealth Management first reported a position in DVN in Q2 2021 and held it in 2 quarters. The position peaked at $1.78M in Q2 2021. 925 funds tracked by Wall St. Rank hold DVN as of Q4 2021.

  • Moulton Wealth Management reported no remaining Devon Energy position as of Q4 2021 after selling out during the quarter.
  • Moulton Wealth Management sold 30,921 Devon Energy shares in Q4 2021, an estimated $1.14M.
  • Moulton Wealth Management first reported a position in Devon Energy in Q2 2021 and held it in 2 quarters.
  • Moulton Wealth Management's Devon Energy position peaked at $1.78M in Q2 2021.
  • 925 funds tracked by Wall St. Rank held Devon Energy as of Q4 2021.

Based on Moulton Wealth Management's 13F filing for Q4 2021, filed 12 Jan 2022.