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US Financial Advisors’s Devon Energy DVN Stock Holding History

US Financial 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
2022
Q4 		– Sell
-6,000
Closed -$361K – 80
2022
Q3 		$361K Hold
6,000
– – 0.2% 38
2022
Q2 		$331K Hold
6,000
– – 0.19% 38
2022
Q1 		$355K Sell
6,000
-5,440
-48% -$294K 0.17% 49
2021
Q4 		$504K Hold
11,440
– – 0.23% 34
2021
Q3 		$406K Hold
11,440
– – 0.2% 37
2021
Q2 		$334K Sell
11,440
-10,000
-47% -$258K 0.16% 45
2021
Q1 		$468K Buy
+21,440
New +$441K 0.13% 83
2015
Q4 		– Sell
-17
Closed -$1K – 629
2015
Q3 		$1K Buy
+17
New +$780 ﹤0.01% 466
2015
Q1 		– Sell
-275
Closed -$17K – 372
2014
Q4 		$17K Buy
+275
New +$16.7K 0.02% 200

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Financial Advisors's DVN Position: Q4 2022 in Review

US Financial Advisors sold out of Devon Energy (DVN) in Q4 2022, closing a stake of 6,000 shares — an estimated $361K sold.

US Financial Advisors first reported a position in DVN in Q4 2014 and held it in 9 quarters. The position peaked at $504K in Q4 2021. 1,332 funds tracked by Wall St. Rank hold DVN as of Q4 2022.

  • US Financial Advisors reported no remaining Devon Energy position as of Q4 2022 after selling out during the quarter.
  • US Financial Advisors sold 6,000 Devon Energy shares in Q4 2022, an estimated $361K.
  • US Financial Advisors first reported a position in Devon Energy in Q4 2014 and held it in 9 quarters.
  • US Financial Advisors's Devon Energy position peaked at $504K in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held Devon Energy as of Q4 2022.

Based on US Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.