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Naples Money Management’s Devon Energy DVN Stock Holding History

Naples Money 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
2024
Q3 		$11.8K Sell
302
-573
-65% -$25.2K 0.01% 170
2024
Q2 		$41.8K Hold
875
– – 0.04% 90
2024
Q1 		$43.9K Hold
875
– – 0.04% 90
2023
Q4 		$39.6K Buy
+875
New +$40.1K 0.04% 97

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Naples Money Management's DVN Position: Q3 2024 in Review

Naples Money Management reduced its Devon Energy (DVN) stake by 65% in Q3 2024, selling an estimated $25.2K and leaving 302 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #170.

Naples Money Management first reported a position in DVN in Q4 2023 and has held it in 4 quarters since. The position peaked at $43.9K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold DVN as of Q3 2024.

  • Naples Money Management held 302 shares of Devon Energy worth $11.8K as of Q3 2024.
  • Naples Money Management sold 573 Devon Energy shares in Q3 2024, an estimated $25.2K.
  • Devon Energy made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #170 holding.
  • Naples Money Management first reported a position in Devon Energy in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Devon Energy position peaked at $43.9K in Q1 2024.
  • 1,190 funds tracked by Wall St. Rank held Devon Energy as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.