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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $875B AUM 40.89% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SkyOak Wealth's DVN Position: Q4 2024 in Review

SkyOak Wealth sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 6,297 shares — an estimated $246K sold.

SkyOak Wealth first reported a position in DVN in Q2 2021 and held it in 14 quarters. The position peaked at $1.61M in Q4 2021. 1,141 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • SkyOak Wealth reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • SkyOak Wealth sold 6,297 Devon Energy shares in Q4 2024, an estimated $246K.
  • SkyOak Wealth first reported a position in Devon Energy in Q2 2021 and held it in 14 quarters.
  • SkyOak Wealth's Devon Energy position peaked at $1.61M in Q4 2021.
  • 1,141 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.