Summit Financial Wealth Advisors’s Devon Energy DVN Stock Holding History

Summit Financial 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
2024 Q4	–	Sell	-78,053	Closed	-$3.05M	–	152
2024 Q3	$3.05M	Buy	78,053 +3,145	+4%	+$138K	0.57%	37
2024 Q2	$3.55M	Sell	74,908 -5,895	-7%	-$293K	0.72%	30
2024 Q1	$4.05M	Buy	80,803 +3,646	+5%	+$162K	0.82%	29
2023 Q4	$3.5M	Sell	77,157 -500	-0.6%	-$22.9K	0.79%	30
2023 Q3	$3.52M	Sell	77,657 -4,270	-5%	-$215K	0.86%	29
2023 Q2	$3.96M	Buy	+81,927	New	+$4.12M	0.92%	27
2015 Q4	–	Sell	-250	Closed	-$9K	–	141
2015 Q3	$9K	Hold	250	–	–	0.01%	189
2015 Q2	$14K	Hold	250	–	–	0.01%	214
2015 Q1	$16K	Hold	250	–	–	0.01%	179
2014 Q4	$15K	Buy	+250	New	+$15.2K	0.01%	180

Other funds holding DVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EECFX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Summit Financial Wealth Advisors's DVN Position: Q4 2024 in Review

Summit Financial Wealth Advisors sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 78,053 shares — an estimated $3.05M sold.

Summit Financial Wealth Advisors first reported a position in DVN in Q4 2014 and held it in 10 quarters. The position peaked at $4.05M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

Summit Financial Wealth Advisors reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
Summit Financial Wealth Advisors sold 78,053 Devon Energy shares in Q4 2024, an estimated $3.05M.
Summit Financial Wealth Advisors first reported a position in Devon Energy in Q4 2014 and held it in 10 quarters.
Summit Financial Wealth Advisors's Devon Energy position peaked at $4.05M in Q1 2024.
1,139 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.