SkyOak Wealth’s Devon Energy DVN Stock Holding History

SkyOak Wealth’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	-6,297	Closed	-$246K	–	266
2024 Q3	$246K	Hold	6,297	–	–	0.05%	200
2024 Q2	$298K	Buy	6,297 +250	+4%	+$12.4K	0.07%	175
2024 Q1	$303K	Sell	6,047 -10,000	-62%	-$444K	0.07%	186
2023 Q4	$727K	Sell	16,047 -4,750	-23%	-$217K	0.19%	93
2023 Q3	$992K	Buy	20,797 +5,050	+32%	+$254K	0.29%	70
2023 Q2	$761K	Buy	15,747 +4,000	+34%	+$201K	0.22%	89
2023 Q1	$595K	Buy	11,747 +500	+4%	+$28.5K	0.18%	103
2022 Q4	$692K	Sell	11,247 -600	-5%	-$40.9K	0.23%	91
2022 Q3	$712K	Sell	11,847 -993	-8%	-$61.7K	0.26%	86
2022 Q2	$708K	Sell	12,840 -2,769	-18%	-$181K	0.24%	93
2022 Q1	$923K	Sell	15,609 -20,956	-57%	-$1.13M	0.26%	90
2021 Q4	$1.61M	Buy	36,565 +11,066	+43%	+$460K	0.41%	67
2021 Q3	$905K	Hold	25,499	–	–	0.24%	90
2021 Q2	$744K	Buy	+25,499	New	+$659K	0.2%	99

Other funds holding DVN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

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