Surevest’s Devon Energy DVN Stock Holding History

Surevest’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
2022 Q3	$21K	Buy	357 +335	+1,523%	+$20.8K	0.01%	238
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	475
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	451
2021 Q4	$1K	Buy	+22	New	+$915	﹤0.01%	461

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's DVN Position: Q3 2022 in Review

Surevest increased its Devon Energy (DVN) stake by 1,523% in Q3 2022, buying an estimated $20.8K and bringing the position to 357 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #238.

Surevest first reported a position in DVN in Q4 2021 and has held it in 4 quarters since. 1,247 funds tracked by Wall St. Rank hold DVN as of Q3 2022.

Surevest held 357 shares of Devon Energy worth $21K as of Q3 2022.
Surevest bought 335 Devon Energy shares in Q3 2022, an estimated $20.8K.
Devon Energy made up 0.01% of Surevest's portfolio in Q3 2022, its #238 holding.
Surevest first reported a position in Devon Energy in Q4 2021 and has held it in 4 quarters since.
1,247 funds tracked by Wall St. Rank held Devon Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.