Triad Wealth Partners’s Devon Energy DVN Stock Holding History

Triad 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 Q3	–	Sell	-575	Closed	-$27.3K	–	281
2024 Q2	$27.3K	Buy	+575	New	+$28.6K	0.01%	301

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

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

EECFX

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

Triad Wealth Partners's DVN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Devon Energy (DVN) in Q3 2024, closing a stake of 575 shares — an estimated $27.3K sold.

Triad Wealth Partners first reported a position in DVN in Q2 2024 and held it in 1 quarter. The position peaked at $27.3K in Q2 2024. 1,189 funds tracked by Wall St. Rank hold DVN as of Q3 2024.

Triad Wealth Partners reported no remaining Devon Energy position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 575 Devon Energy shares in Q3 2024, an estimated $27.3K.
Triad Wealth Partners first reported a position in Devon Energy in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Devon Energy position peaked at $27.3K in Q2 2024.
1,189 funds tracked by Wall St. Rank held Devon Energy as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.