RIM
DVN icon

Rockbridge Investment Management’s Devon Energy DVN Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-200
Closed -$9.06K – 257
2023
Q4 		$9.06K Buy
+200
New +$9.16K ﹤0.01% 409
2022
Q3 		– Sell
-100
Closed -$5.51K – 246
2022
Q2 		$5.51K Buy
+100
New +$6.53K ﹤0.01% 443
2022
Q1 		– Sell
-1,552
Closed -$68K – 818
2021
Q4 		$68K Hold
1,552
– – 0.01% 308
2021
Q3 		$55K Hold
1,552
– – 0.01% 306
2021
Q2 		$45K Buy
+1,552
New +$40.1K 0.01% 329

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return