Tradition Wealth Management’s Devon Energy DVN Stock Holding History

Tradition Wealth Management’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 Q3	–	Sell	-5,037	Closed	-$239K	–	412
2024 Q2	$239K	Sell	5,037 -92	-2%	-$4.58K	0.02%	351
2024 Q1	$257K	Buy	5,129 +1,441	+39%	+$64K	0.03%	328
2023 Q4	$167K	Sell	3,688 -674	-15%	-$30.9K	0.02%	349
2023 Q3	$208K	Sell	4,362 -1,452	-25%	-$73.1K	0.02%	302
2023 Q2	$281K	Buy	5,814 +123	+2%	+$6.18K	0.03%	259
2023 Q1	$288K	Sell	5,691 -11,640	-67%	-$663K	0.04%	243
2022 Q4	$1.07M	Sell	17,331 -1,179	-6%	-$80.4K	0.15%	102
2022 Q3	$1.11M	Buy	18,510 +486	+3%	+$30.2K	0.17%	100
2022 Q2	$993K	Buy	18,024 +10,685	+146%	+$698K	0.14%	112
2022 Q1	$434K	Buy	+7,339	New	+$397K	0.06%	207

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return