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TFO Wealth Partners’s Devon Energy DVN Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-16
Closed -$803 – 255
2024
Q1 		$803 Sell
16
-8
-33% -$355 ﹤0.01% 194
2023
Q4 		$1.09K Hold
24
– – ﹤0.01% 185
2023
Q3 		$1.16K Buy
24
+8
+50% +$403 ﹤0.01% 259
2023
Q2 		$773 Hold
16
– – ﹤0.01% 227
2023
Q1 		$810 Buy
16
+15
+1,500% +$854 ﹤0.01% 188
2022
Q4 		$32 Buy
+1
New +$68 ﹤0.01% 887

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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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

TFO Wealth Partners's DVN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Devon Energy (DVN) in Q2 2024, closing a stake of 16 shares — an estimated $803 sold.

TFO Wealth Partners first reported a position in DVN in Q4 2022 and held it in 6 quarters. The position peaked at $1.16K in Q3 2023. 1,218 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Devon Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 16 Devon Energy shares in Q2 2024, an estimated $803.
  • TFO Wealth Partners first reported a position in Devon Energy in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Devon Energy position peaked at $1.16K in Q3 2023.
  • 1,218 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.