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Piershale Financial Group’s Devon Energy DVN Stock Holding History

Piershale Financial 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
2023
Q2 		$5.58K Buy
116
+2
+2% +$101 ﹤0.01% 155
2023
Q1 		$5.75K Buy
114
+3
+3% +$171 ﹤0.01% 152
2022
Q4 		$6.83K Buy
+111
New +$7.57K 0.01% 143
2021
Q3 		– Sell
-99,358
Closed -$2.9M – 32
2021
Q2 		$2.9M Buy
+99,358
New +$2.57M 1.14% 14

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Piershale Financial Group's DVN Position: Q2 2023 in Review

Piershale Financial Group increased its Devon Energy (DVN) stake by 1.8% in Q2 2023, buying an estimated $101 and bringing the position to 116 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Piershale Financial Group first reported a position in DVN in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.9M in Q2 2021. 1,223 funds tracked by Wall St. Rank hold DVN as of Q2 2023.

  • Piershale Financial Group held 116 shares of Devon Energy worth $5.58K as of Q2 2023.
  • Piershale Financial Group bought 2 Devon Energy shares in Q2 2023, an estimated $101.
  • Devon Energy made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #155 holding.
  • Piershale Financial Group first reported a position in Devon Energy in Q2 2021 and has held it in 4 quarters since.
  • Piershale Financial Group's Devon Energy position peaked at $2.9M in Q2 2021.
  • 1,223 funds tracked by Wall St. Rank held Devon Energy as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.