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WealthPLAN Partners’s Devon Energy DVN Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-4
Closed -$193 – 513
2023
Q2 		$193 Sell
4
-258
-98% -$13K ﹤0.01% 1213
2023
Q1 		$13.3K Buy
+262
New +$14.9K ﹤0.01% 797
2021
Q3 		– Sell
-8,528
Closed -$239K – 378
2021
Q2 		$239K Sell
8,528
-25
-0.3% -$646 0.02% 320
2021
Q1 		$201K Sell
8,553
-2,581
-23% -$53.1K 0.02% 319
2020
Q4 		$202K Buy
+11,134
New +$138K 0.02% 315
2016
Q3 		$13.5K Sell
312
-212
-40% -$8.61K ﹤0.01% 554
2016
Q2 		$11.3K Buy
+524
New +$17.8K ﹤0.01% 1686
2015
Q4 		$8.37K Buy
+371
New +$15.2K ﹤0.01% 1202
2015
Q2 		$3K Hold
55
– – ﹤0.01% 360
2015
Q1 		$4K Buy
+55
New +$3.35K ﹤0.01% 434

Other funds holding DVN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return