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Pacific Capital Wealth Advisors’s Devon Energy DVN Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-242
Closed -$7.92K – 166
2024
Q4 		$7.92K Hold
242
– – ﹤0.01% 287
2024
Q3 		$9.47K Buy
+242
New +$10.7K ﹤0.01% 302

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's DVN Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 242 shares — an estimated $7.92K sold.

Pacific Capital Wealth Advisors first reported a position in DVN in Q3 2024 and held it in 2 quarters. The position peaked at $9.47K in Q3 2024. 1,156 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 242 Devon Energy shares in Q1 2025, an estimated $7.92K.
  • Pacific Capital Wealth Advisors first reported a position in Devon Energy in Q3 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Devon Energy position peaked at $9.47K in Q3 2024.
  • 1,156 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.