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Wealthcare Advisory Partners’s Devon Energy DVN Stock Holding History

Wealthcare Advisory 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
2025
Q1 		– Sell
-6,248
Closed -$204K – 915
2024
Q4 		$204K Sell
6,248
-547
-8% -$20.6K 0.01% 856
2024
Q3 		$266K Sell
6,795
-3,015
-31% -$133K 0.01% 754
2024
Q2 		$465K Sell
9,810
-657
-6% -$32.7K 0.01% 552
2024
Q1 		$525K Buy
10,467
+1,213
+13% +$53.8K 0.02% 529
2023
Q4 		$419K Sell
9,254
-768
-8% -$35.2K 0.02% 520
2023
Q3 		$478K Sell
10,022
-542
-5% -$27.3K 0.02% 441
2023
Q2 		$511K Sell
10,564
-3,464
-25% -$174K 0.02% 444
2023
Q1 		$710K Buy
14,028
+8,951
+176% +$509K 0.03% 366
2022
Q4 		$312K Buy
+5,077
New +$346K 0.01% 524
2021
Q2 		– Sell
-1,404
Closed -$31K – 877
2021
Q1 		$31K Buy
+1,404
New +$28.9K ﹤0.01% 1050
2020
Q2 		– Sell
-328
Closed -$2K – 576
2020
Q1 		$2K Buy
328
+1
+0.3% +$18 ﹤0.01% 1278
2019
Q4 		$9K Buy
327
+300
+1,111% +$6.75K ﹤0.01% 966
2019
Q3 		$1K Hold
27
– – ﹤0.01% 1278
2019
Q2 		$1K Sell
27
-1
-4% -$30 ﹤0.01% 1240
2019
Q1 		$1K Sell
28
-45
-62% -$1.26K ﹤0.01% 1145
2018
Q4 		$2K Hold
73
– – ﹤0.01% 1067
2018
Q3 		$3K Hold
73
– – ﹤0.01% 1065
2018
Q2 		$3K Sell
73
-29
-28% -$1.12K ﹤0.01% 1057
2018
Q1 		$3K Hold
102
– – ﹤0.01% 907
2017
Q4 		$4K Buy
102
+29
+40% +$1.1K ﹤0.01% 814
2017
Q3 		$3K Buy
73
+72
+7,200% +$2.33K ﹤0.01% 717
2017
Q2 		$0 Hold
1
– – ﹤0.01% 113
2017
Q1 		$0 Hold
1
– – ﹤0.01% 113
2016
Q4 		$0 Hold
1
– – ﹤0.01% 109
2016
Q3 		$0 Hold
1
– – ﹤0.01% 93
2016
Q2 		$0 Buy
+1
New +$34 ﹤0.01% 114

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthcare Advisory Partners's DVN Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 6,248 shares — an estimated $204K sold.

Wealthcare Advisory Partners first reported a position in DVN in Q2 2016 and held it in 26 quarters. The position peaked at $710K in Q1 2023. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,248 Devon Energy shares in Q1 2025, an estimated $204K.
  • Wealthcare Advisory Partners first reported a position in Devon Energy in Q2 2016 and held it in 26 quarters.
  • Wealthcare Advisory Partners's Devon Energy position peaked at $710K in Q1 2023.
  • 1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.