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Turtle Creek Wealth Advisors’s Devon Energy DVN Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-155
Closed -$7.04K – 373
2023
Q4 		$7.04K Buy
+155
New +$7.1K ﹤0.01% 593

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State Street
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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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's DVN Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Devon Energy (DVN) in Q1 2024, closing a stake of 155 shares — an estimated $7.04K sold.

Turtle Creek Wealth Advisors first reported a position in DVN in Q4 2023 and held it in 1 quarter. The position peaked at $7.04K in Q4 2023. 1,233 funds tracked by Wall St. Rank hold DVN as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Devon Energy position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 155 Devon Energy shares in Q1 2024, an estimated $7.04K.
  • Turtle Creek Wealth Advisors first reported a position in Devon Energy in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Devon Energy position peaked at $7.04K in Q4 2023.
  • 1,233 funds tracked by Wall St. Rank held Devon Energy as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.