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Prevail Innovative Wealth Advisors’s Devon Energy DVN Stock Holding History

Prevail Innovative 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
Q3 		– Sell
-55,227
Closed -$2.62M – 171
2024
Q2 		$2.62M Buy
55,227
+7,707
+16% +$383K 0.93% 49
2024
Q1 		$2.38M Buy
47,520
+11,195
+31% +$497K 0.89% 38
2023
Q4 		$1.65M Buy
+36,325
New +$1.66M 0.79% 54

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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $39.3B AUM 27.96% 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 $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DVN Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Devon Energy (DVN) in Q3 2024, closing a stake of 55,227 shares — an estimated $2.62M sold.

Prevail Innovative Wealth Advisors first reported a position in DVN in Q4 2023 and held it in 3 quarters. The position peaked at $2.62M in Q2 2024. 1,193 funds tracked by Wall St. Rank hold DVN as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Devon Energy position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 55,227 Devon Energy shares in Q3 2024, an estimated $2.62M.
  • Prevail Innovative Wealth Advisors first reported a position in Devon Energy in Q4 2023 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Devon Energy position peaked at $2.62M in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Devon Energy as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.