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Tyler-Stone Wealth Management’s Devon Energy DVN Stock Holding History

Tyler-Stone 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
-108
Closed -$5.11K – 467
2024
Q2 		$5.11K Buy
108
+1
+0.9% +$50 ﹤0.01% 757
2024
Q1 		$5.37K Sell
107
-1,012
-90% -$44.9K ﹤0.01% 746
2023
Q4 		$50.7K Buy
1,119
+12
+1% +$549 0.03% 353
2023
Q3 		$53K Buy
1,107
+304
+38% +$15.3K 0.03% 335
2023
Q2 		$39K Buy
+803
New +$40.4K 0.02% 374
2022
Q4 		$25K Buy
+400
New +$27.3K 0.02% 415
2022
Q2 		– Sell
-83
Closed -$5K – 865
2022
Q1 		$5K Buy
+83
New +$4.49K ﹤0.01% 665

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tyler-Stone Wealth Management's DVN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Devon Energy (DVN) in Q3 2024, closing a stake of 108 shares — an estimated $5.11K sold.

Tyler-Stone Wealth Management first reported a position in DVN in Q1 2022 and held it in 7 quarters. The position peaked at $53K in Q3 2023. 1,192 funds tracked by Wall St. Rank hold DVN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Devon Energy position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 108 Devon Energy shares in Q3 2024, an estimated $5.11K.
  • Tyler-Stone Wealth Management first reported a position in Devon Energy in Q1 2022 and held it in 7 quarters.
  • Tyler-Stone Wealth Management's Devon Energy position peaked at $53K in Q3 2023.
  • 1,192 funds tracked by Wall St. Rank held Devon Energy as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.