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WealthShield Partners’s Devon Energy DVN Stock Holding History

WealthShield 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
-36,732
Closed -$1.44M – 503
2024
Q3 		$1.44M Buy
36,732
+3,154
+9% +$139K 0.19% 126
2024
Q2 		$1.59M Buy
33,578
+1,665
+5% +$82.8K 0.24% 109
2024
Q1 		$1.6M Buy
31,913
+6,847
+27% +$304K 0.26% 112
2023
Q4 		$1.14M Buy
25,066
+1,559
+7% +$71.4K 0.19% 133
2023
Q3 		$1.12M Buy
23,507
+1,959
+9% +$98.6K 0.17% 135
2023
Q2 		$1.04M Buy
21,548
+827
+4% +$41.6K 0.16% 142
2023
Q1 		$1.05M Buy
20,721
+7,772
+60% +$442K 0.17% 142
2022
Q4 		$797K Buy
12,949
+121
+0.9% +$8.25K 0.15% 160
2022
Q3 		$771K Buy
12,828
+801
+7% +$49.8K 0.15% 153
2022
Q2 		$663K Sell
12,027
-423
-3% -$27.6K 0.13% 172
2022
Q1 		$736K Sell
12,450
-5,264
-30% -$285K 0.12% 183
2021
Q4 		$780K Buy
17,714
+799
+5% +$33.2K 0.13% 160
2021
Q3 		$600K Buy
16,915
+9,915
+142% +$281K 0.16% 125
2021
Q2 		$204K Buy
+7,000
New +$181K 0.03% 256
2019
Q3 		– Sell
-7,000
Closed -$200K – 259
2019
Q2 		$200K Hold
7,000
– – 0.12% 145
2019
Q1 		$221K Buy
+7,000
New +$196K 0.12% 131

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

WealthShield Partners's DVN Position: Q4 2024 in Review

WealthShield Partners sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 36,732 shares — an estimated $1.44M sold.

WealthShield Partners first reported a position in DVN in Q1 2019 and held it in 16 quarters. The position peaked at $1.6M in Q1 2024. 1,141 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • WealthShield Partners reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • WealthShield Partners sold 36,732 Devon Energy shares in Q4 2024, an estimated $1.44M.
  • WealthShield Partners first reported a position in Devon Energy in Q1 2019 and held it in 16 quarters.
  • WealthShield Partners's Devon Energy position peaked at $1.6M in Q1 2024.
  • 1,141 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on WealthShield Partners's 13F filing for Q4 2024, filed 4 Feb 2025.