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Point View Wealth Management’s Devon Energy DVN Stock Holding History

Point View 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
2020
Q4 		$542K Sell
34,308
-4,161
-11% -$51.6K 0.22% 148
2020
Q3 		$364K Buy
38,469
+2,672
+7% +$28.1K 0.17% 167
2020
Q2 		$406K Sell
35,797
-4,376
-11% -$49.9K 0.19% 155
2020
Q1 		$278K Buy
40,173
+14,966
+59% +$271K 0.15% 185
2019
Q4 		$655K Sell
25,207
-1,236
-5% -$27.8K 0.27% 124
2019
Q3 		$636K Sell
26,443
-2,486
-9% -$62.2K 0.29% 118
2019
Q2 		$825K Buy
28,929
+352
+1% +$10.5K 0.35% 95
2019
Q1 		$902K Sell
28,577
-44
-0.2% -$1.23K 0.4% 85
2018
Q4 		$645K Buy
28,621
+9,223
+48% +$283K 0.33% 108
2018
Q3 		$775K Buy
19,398
+2,166
+13% +$92.2K 0.34% 104
2018
Q2 		$758K Buy
17,232
+3,945
+30% +$153K 0.35% 100
2018
Q1 		$422K Buy
13,287
+4,536
+52% +$167K 0.2% 153
2017
Q4 		$362K Buy
8,751
+385
+5% +$14.6K 0.17% 162
2017
Q3 		$308K Buy
8,366
+32
+0.4% +$1.04K 0.15% 183
2017
Q2 		$266K Buy
8,334
+95
+1% +$3.47K 0.13% 191
2017
Q1 		$344K Hold
8,239
– – 0.18% 162
2016
Q4 		$376K Hold
8,239
– – 0.22% 155
2016
Q3 		$363K Sell
8,239
-222
-3% -$9.01K 0.22% 147
2016
Q2 		$307K Buy
+8,461
New +$287K 0.19% 163
2015
Q4 		– Sell
-6,592
Closed -$244K – 218
2015
Q3 		$244K Buy
6,592
+470
+8% +$21.6K 0.2% 155
2015
Q2 		$364K Hold
6,122
– – 0.28% 122
2015
Q1 		$369K Hold
6,122
– – 0.29% 122
2014
Q4 		$375K Buy
6,122
+74
+1% +$4.49K 0.28% 118
2014
Q3 		$412K Sell
6,048
-31
-0.5% -$2.31K 0.35% 106
2014
Q2 		$483K Hold
6,079
– – 0.42% 89
2014
Q1 		$407K Hold
6,079
– – 0.37% 94
2013
Q4 		$376K Buy
+6,079
New +$373K 0.36% 99

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point View Wealth Management's DVN Position: Q4 2020 in Review

Point View Wealth Management reduced its Devon Energy (DVN) stake by 11% in Q4 2020, selling an estimated $51.6K and leaving 34,308 shares worth $542K. The position accounts for 0.22% of the portfolio, ranked #148.

Point View Wealth Management first reported a position in DVN in Q4 2013 and has held it in 27 quarters since. The position peaked at $902K in Q1 2019. 533 funds tracked by Wall St. Rank hold DVN as of Q4 2020.

  • Point View Wealth Management held 34,308 shares of Devon Energy worth $542K as of Q4 2020.
  • Point View Wealth Management sold 4,161 Devon Energy shares in Q4 2020, an estimated $51.6K.
  • Devon Energy made up 0.22% of Point View Wealth Management's portfolio in Q4 2020, its #148 holding.
  • Point View Wealth Management first reported a position in Devon Energy in Q4 2013 and has held it in 27 quarters since.
  • Point View Wealth Management's Devon Energy position peaked at $902K in Q1 2019.
  • 533 funds tracked by Wall St. Rank held Devon Energy as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.