PWA
DVN icon

Phoenix Wealth Advisors’s Devon Energy DVN Stock Holding History

Phoenix 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
2024
Q4 		– Sell
-57,698
Closed -$2.26M – 122
2024
Q3 		$2.26M Sell
57,698
-179
-0.3% -$7.88K 1.05% 34
2024
Q2 		$2.74M Sell
57,877
-3,121
-5% -$155K 1.38% 22
2024
Q1 		$3.06M Buy
60,998
+42,335
+227% +$1.88M 1.86% 21
2023
Q4 		$856K Sell
18,663
-26,734
-59% -$1.22M 0.6% 40
2023
Q3 		$2.17M Sell
45,397
-1,250
-3% -$62.9K 1.27% 24
2023
Q2 		$2.25M Buy
46,647
+24,610
+112% +$1.24M 1.31% 26
2023
Q1 		$1.12M Buy
22,037
+1,933
+10% +$110K 0.69% 32
2022
Q4 		$1.24M Buy
20,104
+1,295
+7% +$88.3K 0.74% 34
2022
Q3 		$1.13M Buy
18,809
+1,547
+9% +$96.1K 1.13% 33
2022
Q2 		$951K Buy
+17,262
New +$1.13M 0.94% 31
2021
Q4 		– Sell
-500
Closed -$18K – 182
2021
Q3 		$18K Buy
+500
New +$14.2K 0.01% 270

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Phoenix Wealth Advisors's DVN Position: Q4 2024 in Review

Phoenix Wealth Advisors sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 57,698 shares — an estimated $2.26M sold.

Phoenix Wealth Advisors first reported a position in DVN in Q3 2021 and held it in 11 quarters. The position peaked at $3.06M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Phoenix Wealth Advisors reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 57,698 Devon Energy shares in Q4 2024, an estimated $2.26M.
  • Phoenix Wealth Advisors first reported a position in Devon Energy in Q3 2021 and held it in 11 quarters.
  • Phoenix Wealth Advisors's Devon Energy position peaked at $3.06M in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.