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Signature Wealth Management Partners’s Devon Energy DVN Stock Holding History

Signature Wealth Management 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
Q4 		– Sell
-7,000
Closed -$274K – 106
2024
Q3 		$274K Hold
7,000
– – 0.2% 83
2024
Q2 		$332K Buy
7,000
+650
+10% +$32.3K 0.25% 75
2024
Q1 		$319K Buy
+6,350
New +$282K 0.26% 76

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State Street
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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EP
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Signature Wealth Management Partners's DVN Position: Q4 2024 in Review

Signature Wealth Management Partners sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 7,000 shares — an estimated $274K sold.

Signature Wealth Management Partners first reported a position in DVN in Q1 2024 and held it in 3 quarters. The position peaked at $332K in Q2 2024. 1,139 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Signature Wealth Management Partners reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • Signature Wealth Management Partners sold 7,000 Devon Energy shares in Q4 2024, an estimated $274K.
  • Signature Wealth Management Partners first reported a position in Devon Energy in Q1 2024 and held it in 3 quarters.
  • Signature Wealth Management Partners's Devon Energy position peaked at $332K in Q2 2024.
  • 1,139 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Signature Wealth Management Partners's 13F filing for Q4 2024, filed 23 Jan 2025.