Total Wealth Planning & Management’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$641K	Buy	20,160 +7,779	+63%	+$247K	0.52%	58
2025 Q1	$463K	Buy	12,381 +4,049	+49%	+$151K	0.44%	71
2024 Q4	$273K	Buy	+8,332	New	+$273K	0.25%	128