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River Wealth Advisors’s Devon Energy DVN Stock Holding History

River 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
2019
Q4 		– Sell
-13,673
Closed -$329K – 165
2019
Q3 		$329K Sell
13,673
-366
-3% -$9.16K 0.12% 136
2019
Q2 		$400K Sell
14,039
-5,706
-29% -$170K 0.16% 120
2019
Q1 		$623K Sell
19,745
-1,497
-7% -$41.8K 0.26% 100
2018
Q4 		$479K Sell
21,242
-15,874
-43% -$488K 0.21% 104
2018
Q3 		$1.48M Sell
37,116
-1,803
-5% -$76.7K 0.55% 59
2018
Q2 		$1.71M Sell
38,919
-2,688
-6% -$104K 0.67% 56
2018
Q1 		$1.32M Sell
41,607
-733
-2% -$26.9K 0.56% 66
2017
Q4 		$1.75M Sell
42,340
-1,123
-3% -$42.5K 0.73% 52
2017
Q3 		$1.6M Sell
43,463
-1,399
-3% -$45.3K 0.72% 51
2017
Q2 		$1.43M Sell
44,862
-192
-0.4% -$7.02K 0.67% 54
2017
Q1 		$1.88M Buy
45,054
+601
+1% +$26.4K 0.91% 39
2016
Q4 		$2.03M Buy
44,453
+3,697
+9% +$163K 1.03% 32
2016
Q3 		$1.8M Buy
40,756
+5,000
+14% +$203K 0.99% 37
2016
Q2 		$1.3M Buy
35,756
+4,901
+16% +$166K 0.74% 50
2016
Q1 		$847K Buy
30,855
+12,423
+67% +$302K 0.51% 72
2015
Q4 		$590K Buy
18,432
+1,137
+7% +$46.7K 0.37% 87
2015
Q3 		$641K Buy
17,295
+636
+4% +$29.2K 0.44% 79
2015
Q2 		$991K Buy
16,659
+195
+1% +$12.6K 0.63% 60
2015
Q1 		$993K Buy
+16,464
New +$1M 0.61% 62

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

River Wealth Advisors's DVN Position: Q4 2019 in Review

River Wealth Advisors sold out of Devon Energy (DVN) in Q4 2019, closing a stake of 13,673 shares — an estimated $329K sold.

River Wealth Advisors first reported a position in DVN in Q1 2015 and held it in 19 quarters. The position peaked at $2.03M in Q4 2016. 624 funds tracked by Wall St. Rank hold DVN as of Q4 2019.

  • River Wealth Advisors reported no remaining Devon Energy position as of Q4 2019 after selling out during the quarter.
  • River Wealth Advisors sold 13,673 Devon Energy shares in Q4 2019, an estimated $329K.
  • River Wealth Advisors first reported a position in Devon Energy in Q1 2015 and held it in 19 quarters.
  • River Wealth Advisors's Devon Energy position peaked at $2.03M in Q4 2016.
  • 624 funds tracked by Wall St. Rank held Devon Energy as of Q4 2019.

Based on River Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.