PCS
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Personal CFO Solutions’s Devon Energy DVN Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-6,033
Closed -$332K – 429
2022
Q2 		$332K Sell
6,033
-2,213
-27% -$145K 0.08% 241
2022
Q1 		$488K Sell
8,246
-603
-7% -$32.6K 0.1% 205
2021
Q4 		$390K Sell
8,849
-116
-1% -$4.82K 0.07% 251
2021
Q3 		$318K Buy
8,965
+998
+13% +$28.3K 0.07% 274
2021
Q2 		$233K Buy
+7,967
New +$206K 0.05% 370
2021
Q1 		– Sell
-15,157
Closed -$240K – 416
2020
Q4 		$240K Buy
15,157
+634
+4% +$7.86K 0.06% 307
2020
Q3 		$0 Buy
14,523
+123
+0.9% +$1.29K ﹤0.01% 191
2020
Q2 		$163K Buy
+14,400
New +$164K 0.05% 294

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal CFO Solutions's DVN Position: Q3 2022 in Review

Personal CFO Solutions sold out of Devon Energy (DVN) in Q3 2022, closing a stake of 6,033 shares — an estimated $332K sold.

Personal CFO Solutions first reported a position in DVN in Q2 2020 and held it in 8 quarters. The position peaked at $488K in Q1 2022. 1,246 funds tracked by Wall St. Rank hold DVN as of Q3 2022.

  • Personal CFO Solutions reported no remaining Devon Energy position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 6,033 Devon Energy shares in Q3 2022, an estimated $332K.
  • Personal CFO Solutions first reported a position in Devon Energy in Q2 2020 and held it in 8 quarters.
  • Personal CFO Solutions's Devon Energy position peaked at $488K in Q1 2022.
  • 1,246 funds tracked by Wall St. Rank held Devon Energy as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.