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Sutton Wealth Advisors’s Devon Energy DVN Stock Holding History

Sutton 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
2023
Q3 		$26.8K Sell
562
-67
-11% -$3.37K 0.01% 316
2023
Q2 		$30.4K Buy
629
+182
+41% +$9.15K 0.01% 288
2023
Q1 		$22.6K Sell
447
-82
-16% -$4.67K 0.01% 296
2022
Q4 		$32.5K Sell
529
-19
-3% -$1.29K 0.01% 520
2022
Q3 		$33K Buy
548
+113
+26% +$7.02K 0.01% 496
2022
Q2 		$24K Sell
435
-47
-10% -$3.07K 0.01% 608
2022
Q1 		$28.5K Buy
482
+22
+5% +$1.19K 0.01% 592
2021
Q4 		$20.3K Sell
460
-135
-23% -$5.61K 0.01% 695
2021
Q3 		$21.1K Buy
595
+5
+0.8% +$142 0.01% 672
2021
Q2 		$17.2K Hold
590
– – 0.01% 748
2021
Q1 		$12.9K Buy
590
+176
+43% +$3.62K 0.01% 800
2020
Q4 		$6.54K Sell
414
-146
-26% -$1.81K ﹤0.01% 919
2020
Q3 		$5.3K Hold
560
– – ﹤0.01% 913
2020
Q2 		$6.35K Buy
+560
New +$6.39K ﹤0.01% 812
2020
Q1 		– Sell
-69
Closed -$1.79K – 1221
2019
Q4 		$1.79K Buy
69
+38
+123% +$856 ﹤0.01% 1071
2019
Q3 		$746 Sell
31
-22
-42% -$551 ﹤0.01% 1132
2019
Q2 		$1.51K Buy
53
+29
+121% +$862 ﹤0.01% 1077
2019
Q1 		$757 Sell
24
-20
-45% -$559 ﹤0.01% 1130
2018
Q4 		$992 Sell
44
-21
-32% -$645 ﹤0.01% 1039
2018
Q3 		$2.6K Hold
65
– – ﹤0.01% 976
2018
Q2 		$2.86K Hold
65
– – ﹤0.01% 981
2018
Q1 		$2.07K Sell
65
-301
-82% -$11K ﹤0.01% 1001
2017
Q4 		$15.2K Hold
366
– – 0.01% 655
2017
Q3 		$13.4K Buy
366
+42
+13% +$1.36K 0.01% 683
2017
Q2 		$10.4K Sell
324
-26
-7% -$951 0.01% 741
2017
Q1 		$14.6K Hold
350
– – 0.01% 617
2016
Q4 		$16K Hold
350
– – 0.01% 564
2016
Q3 		$15.4K Buy
350
+26
+8% +$1.05K 0.01% 537
2016
Q2 		$11.7K Buy
324
+248
+326% +$8.41K 0.01% 582
2016
Q1 		$2.08K Buy
+76
New +$1.85K ﹤0.01% 872

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's DVN Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Devon Energy (DVN) stake by 11% in Q3 2023, selling an estimated $3.37K and leaving 562 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #316.

Sutton Wealth Advisors first reported a position in DVN in Q1 2016 and has held it in 30 quarters since. The position peaked at $33K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold DVN as of Q3 2023.

  • Sutton Wealth Advisors held 562 shares of Devon Energy worth $26.8K as of Q3 2023.
  • Sutton Wealth Advisors sold 67 Devon Energy shares in Q3 2023, an estimated $3.37K.
  • Devon Energy made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #316 holding.
  • Sutton Wealth Advisors first reported a position in Devon Energy in Q1 2016 and has held it in 30 quarters since.
  • Sutton Wealth Advisors's Devon Energy position peaked at $33K in Q3 2022.
  • 1,217 funds tracked by Wall St. Rank held Devon Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.