WA
DVN icon

WBH Advisory’s Devon Energy DVN Stock Holding History

WBH Advisory’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
2015
Q2 		– Sell
-3,784
Closed -$228 – 199
2015
Q1 		$228 Sell
3,784
-862
-19% -$52.6K 0.06% 190
2014
Q4 		$284K Buy
4,646
+725
+18% +$43.9K 0.11% 166
2014
Q3 		$267K Sell
3,921
-199
-5% -$14.8K 0.09% 170
2014
Q2 		$327K Buy
4,120
+50
+1% +$3.64K 0.12% 160
2014
Q1 		$272K Buy
4,070
+1
+0% +$62 0.11% 169
2013
Q4 		$251K Sell
4,069
-424
-9% -$26K 0.1% 176
2013
Q3 		$260K Buy
4,493
+101
+2% +$5.77K 0.12% 162
2013
Q2 		$227K Buy
+4,392
New +$245K 0.11% 169

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return