Wealthstar Advisors’s Devon Energy DVN Stock Holding History

Wealthstar Advisors’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 Q2	–	Sell	-7,966	Closed	-$401K	–	86
2023 Q1	$401K	Sell	7,966 -55	-0.7%	-$3.13K	0.15%	61
2022 Q4	$493K	Sell	8,021 -474	-6%	-$32.3K	0.22%	48
2022 Q3	$511K	Sell	8,495 -8,144	-49%	-$506K	0.24%	44
2022 Q2	$915K	Buy	16,639 +1,901	+13%	+$124K	0.35%	36
2022 Q1	$869K	Buy	+14,738	New	+$798K	0.32%	43
2021 Q3	–	Sell	-67,965	Closed	-$1.99M	–	100
2021 Q2	$1.99M	Buy	+67,965	New	+$1.76M	0.62%	24

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthstar Advisors's DVN Position: Q2 2023 in Review

Wealthstar Advisors sold out of Devon Energy (DVN) in Q2 2023, closing a stake of 7,966 shares — an estimated $401K sold.

Wealthstar Advisors first reported a position in DVN in Q2 2021 and held it in 6 quarters. The position peaked at $1.99M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold DVN as of Q2 2023.

Wealthstar Advisors reported no remaining Devon Energy position as of Q2 2023 after selling out during the quarter.
Wealthstar Advisors sold 7,966 Devon Energy shares in Q2 2023, an estimated $401K.
Wealthstar Advisors first reported a position in Devon Energy in Q2 2021 and held it in 6 quarters.
Wealthstar Advisors's Devon Energy position peaked at $1.99M in Q2 2021.
1,222 funds tracked by Wall St. Rank held Devon Energy as of Q2 2023.

Based on Wealthstar Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.