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Palumbo Wealth Management’s Devon Energy DVN Stock Holding History

Palumbo 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 		– Sell
-20,531
Closed -$1.21M – 85
2022
Q1 		$1.21M Buy
+20,531
New +$1.11M 0.78% 26

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

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

Palumbo Wealth Management sold out of Devon Energy (DVN) in Q2 2022, closing a stake of 20,531 shares — an estimated $1.21M sold.

Palumbo Wealth Management first reported a position in DVN in Q1 2022 and held it in 1 quarter. The position peaked at $1.21M in Q1 2022. 1,176 funds tracked by Wall St. Rank hold DVN as of Q2 2022.

  • Palumbo Wealth Management reported no remaining Devon Energy position as of Q2 2022 after selling out during the quarter.
  • Palumbo Wealth Management sold 20,531 Devon Energy shares in Q2 2022, an estimated $1.21M.
  • Palumbo Wealth Management first reported a position in Devon Energy in Q1 2022 and held it in 1 quarter.
  • Palumbo Wealth Management's Devon Energy position peaked at $1.21M in Q1 2022.
  • 1,176 funds tracked by Wall St. Rank held Devon Energy as of Q2 2022.

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