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Premier Path Wealth Partners’s Devon Energy DVN Stock Holding History

Premier Path Wealth Partners’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
Q3 		– Sell
-4,546
Closed -$215K – 373
2024
Q2 		$215K Buy
4,546
+560
+14% +$27.9K 0.04% 347
2024
Q1 		$200K Buy
+3,986
New +$177K 0.04% 338

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Premier Path Wealth Partners's DVN Position: Q3 2024 in Review

Premier Path Wealth Partners sold out of Devon Energy (DVN) in Q3 2024, closing a stake of 4,546 shares — an estimated $215K sold.

Premier Path Wealth Partners first reported a position in DVN in Q1 2024 and held it in 2 quarters. The position peaked at $215K in Q2 2024. 1,189 funds tracked by Wall St. Rank hold DVN as of Q3 2024.

  • Premier Path Wealth Partners reported no remaining Devon Energy position as of Q3 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 4,546 Devon Energy shares in Q3 2024, an estimated $215K.
  • Premier Path Wealth Partners first reported a position in Devon Energy in Q1 2024 and held it in 2 quarters.
  • Premier Path Wealth Partners's Devon Energy position peaked at $215K in Q2 2024.
  • 1,189 funds tracked by Wall St. Rank held Devon Energy as of Q3 2024.

Based on Premier Path Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.