Primoris Wealth Advisors’s Devon Energy DVN Stock Holding History

Primoris 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
2022 Q2	–	Sell	-39,420	Closed	-$2.33M	–	78
2022 Q1	$2.33M	Buy	+39,420	New	+$2.13M	2.17%	15

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Primoris Wealth Advisors's DVN Position: Q2 2022 in Review

Primoris Wealth Advisors sold out of Devon Energy (DVN) in Q2 2022, closing a stake of 39,420 shares — an estimated $2.33M sold.

Primoris Wealth Advisors first reported a position in DVN in Q1 2022 and held it in 1 quarter. The position peaked at $2.33M in Q1 2022. 1,176 funds tracked by Wall St. Rank hold DVN as of Q2 2022.

Primoris Wealth Advisors reported no remaining Devon Energy position as of Q2 2022 after selling out during the quarter.
Primoris Wealth Advisors sold 39,420 Devon Energy shares in Q2 2022, an estimated $2.33M.
Primoris Wealth Advisors first reported a position in Devon Energy in Q1 2022 and held it in 1 quarter.
Primoris Wealth Advisors's Devon Energy position peaked at $2.33M in Q1 2022.
1,176 funds tracked by Wall St. Rank held Devon Energy as of Q2 2022.

Based on Primoris Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.