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Peterson Wealth Management’s Devon Energy DVN Stock Holding History

Peterson 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
2023
Q4 		– Sell
-4,625
Closed -$221K – 55
2023
Q3 		$221K Sell
4,625
-3,153
-41% -$159K 0.18% 57
2023
Q2 		$376K Sell
7,778
-44
-0.6% -$2.21K 0.3% 55
2023
Q1 		$396K Sell
7,822
-168
-2% -$9.56K 0.38% 46
2022
Q4 		$491K Sell
7,990
-5,531
-41% -$377K 0.5% 42
2022
Q3 		$813K Sell
13,521
-607
-4% -$37.7K 0.76% 33
2022
Q2 		$779K Buy
+14,128
New +$923K 1.01% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Peterson Wealth Management's DVN Position: Q4 2023 in Review

Peterson Wealth Management sold out of Devon Energy (DVN) in Q4 2023, closing a stake of 4,625 shares — an estimated $221K sold.

Peterson Wealth Management first reported a position in DVN in Q2 2022 and held it in 6 quarters. The position peaked at $813K in Q3 2022. 1,230 funds tracked by Wall St. Rank hold DVN as of Q4 2023.

  • Peterson Wealth Management reported no remaining Devon Energy position as of Q4 2023 after selling out during the quarter.
  • Peterson Wealth Management sold 4,625 Devon Energy shares in Q4 2023, an estimated $221K.
  • Peterson Wealth Management first reported a position in Devon Energy in Q2 2022 and held it in 6 quarters.
  • Peterson Wealth Management's Devon Energy position peaked at $813K in Q3 2022.
  • 1,230 funds tracked by Wall St. Rank held Devon Energy as of Q4 2023.

Based on Peterson Wealth Management's 13F filing for Q4 2023, filed 22 Feb 2024.