Peak Planning Group’s Devon Energy DVN Stock Holding History

Peak Planning Group’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	–	Sell	-14,645	Closed	-$694K	–	109
2024 Q2	$694K	Sell	14,645 -88	-0.6%	-$4.38K	0.34%	55
2024 Q1	$739K	Sell	14,733 -4,562	-24%	-$203K	0.46%	41
2023 Q4	$874K	Sell	19,295 -840	-4%	-$38.5K	0.63%	32
2023 Q3	$960K	Sell	20,135 -1,717	-8%	-$86.5K	0.75%	31
2023 Q2	$1.06M	Sell	21,852 -146	-0.7%	-$7.34K	0.78%	30
2023 Q1	$1.11M	Buy	21,998 +454	+2%	+$25.8K	0.9%	27
2022 Q4	$1.33M	Buy	21,544 +1,023	+5%	+$69.7K	1.17%	23
2022 Q3	$1.23M	Buy	20,521 +1,962	+11%	+$122K	1.14%	23
2022 Q2	$1.02M	Buy	+18,559	New	+$1.21M	0.86%	24
2021 Q4	$780K	Buy	17,708 +7,328	+71%	+$305K	0.58%	33
2021 Q3	$369K	Buy	+10,380	New	+$294K	0.32%	56

Other funds holding DVN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peak Planning Group's DVN Position: Q3 2024 in Review

Peak Planning Group sold out of Devon Energy (DVN) in Q3 2024, closing a stake of 14,645 shares — an estimated $694K sold.

Peak Planning Group first reported a position in DVN in Q3 2021 and held it in 11 quarters. The position peaked at $1.33M in Q4 2022. 1,193 funds tracked by Wall St. Rank hold DVN as of Q3 2024.

Peak Planning Group reported no remaining Devon Energy position as of Q3 2024 after selling out during the quarter.
Peak Planning Group sold 14,645 Devon Energy shares in Q3 2024, an estimated $694K.
Peak Planning Group first reported a position in Devon Energy in Q3 2021 and held it in 11 quarters.
Peak Planning Group's Devon Energy position peaked at $1.33M in Q4 2022.
1,193 funds tracked by Wall St. Rank held Devon Energy as of Q3 2024.

Based on Peak Planning Group's 13F filing for Q3 2024, filed 24 Jun 2026.