WMP
DVN icon

Wealth Management Partners’s Devon Energy DVN Stock Holding History

Wealth Management Partners’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
-5,432
Closed -$213K – 116
2024
Q3 		$213K Sell
5,432
-645
-11% -$28.4K 0.1% 107
2024
Q2 		$288K Sell
6,077
-250
-4% -$12.4K 0.14% 87
2024
Q1 		$317K Sell
6,327
-696
-10% -$30.9K 0.16% 92
2023
Q4 		$318K Sell
7,023
-2,293
-25% -$105K 0.18% 89
2023
Q3 		$444K Sell
9,316
-366
-4% -$18.4K 0.28% 67
2023
Q2 		$468K Buy
9,682
+656
+7% +$33K 0.29% 65
2023
Q1 		$457K Buy
9,026
+5,026
+126% +$286K 0.32% 66
2022
Q4 		$260K Buy
+4,000
New +$273K 0.22% 82

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 40.91% 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

Wealth Management Partners's DVN Position: Q4 2024 in Review

Wealth Management Partners sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 5,432 shares — an estimated $213K sold.

Wealth Management Partners first reported a position in DVN in Q4 2022 and held it in 8 quarters. The position peaked at $468K in Q2 2023. 1,141 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Wealth Management Partners reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • Wealth Management Partners sold 5,432 Devon Energy shares in Q4 2024, an estimated $213K.
  • Wealth Management Partners first reported a position in Devon Energy in Q4 2022 and held it in 8 quarters.
  • Wealth Management Partners's Devon Energy position peaked at $468K in Q2 2023.
  • 1,141 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Wealth Management Partners's 13F filing for Q4 2024, filed 16 Jan 2025.