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ViaWealth’s Devon Energy DVN Stock Holding History

ViaWealth’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
Q4 		– Sell
-6,986
Closed -$273K – 148
2024
Q3 		$273K Sell
6,986
-1,074
-13% -$47.3K 0.16% 134
2024
Q2 		$382K Sell
8,060
-5,053
-39% -$251K 0.24% 119
2024
Q1 		$658K Sell
13,113
-1,806
-12% -$80.2K 0.41% 81
2023
Q4 		$676K Sell
14,919
-5,099
-25% -$233K 0.46% 74
2023
Q3 		$955K Sell
20,018
-3,466
-15% -$175K 0.7% 42
2023
Q2 		$1.14M Buy
23,484
+875
+4% +$44K 0.85% 28
2023
Q1 		$1.14M Buy
22,609
+1,350
+6% +$76.8K 0.91% 27
2022
Q4 		$1.32M Buy
+21,259
New +$1.45M 1.09% 23

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ViaWealth's DVN Position: Q4 2024 in Review

ViaWealth sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 6,986 shares — an estimated $273K sold.

ViaWealth first reported a position in DVN in Q4 2022 and held it in 8 quarters. The position peaked at $1.32M in Q4 2022. 1,141 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • ViaWealth reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • ViaWealth sold 6,986 Devon Energy shares in Q4 2024, an estimated $273K.
  • ViaWealth first reported a position in Devon Energy in Q4 2022 and held it in 8 quarters.
  • ViaWealth's Devon Energy position peaked at $1.32M in Q4 2022.
  • 1,141 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on ViaWealth's 13F filing for Q4 2024, filed 11 Feb 2025.