Summit Trail Advisors’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.76M Buy
2025
Q2
$925K Buy
2025
Q1
$938K Buy
2024
Q4
$651K Buy
2024
Q3
$433K Sell
2024
Q2
$930K Buy
2024
Q1
$231K Buy
2023
Q4
Sell
2023
Q3
$247K Buy
2023
Q2
$231K Buy
2018
Q4
Sell
2018
Q3
$552K Buy
2018
Q2
$364K Sell
2018
Q1
$241K Buy
2017
Q4
$334K Buy