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Welch Group’s Devon Energy DVN Stock Holding History

Welch Group’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
-6,857
Closed -$268K – 270
2024
Q3 		$268K Buy
6,857
+524
+8% +$23.1K 0.01% 218
2024
Q2 		$300K Buy
6,333
+200
+3% +$9.95K 0.01% 193
2024
Q1 		$308K Buy
6,133
+1,079
+21% +$47.9K 0.02% 174
2023
Q4 		$229K Sell
5,054
-4,594
-48% -$210K 0.01% 204
2023
Q3 		$460K Sell
9,648
-482
-5% -$24.3K 0.03% 115
2023
Q2 		$490K Buy
10,130
+17
+0.2% +$855 0.03% 112
2023
Q1 		$512K Buy
10,113
+1,235
+14% +$70.3K 0.03% 109
2022
Q4 		$546K Sell
8,878
-146
-2% -$9.95K 0.03% 112
2022
Q3 		$543K Buy
9,024
+3,400
+60% +$211K 0.04% 91
2022
Q2 		$310K Buy
+5,624
New +$367K 0.02% 140

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

Welch Group's DVN Position: Q4 2024 in Review

Welch Group sold out of Devon Energy (DVN) in Q4 2024, closing a stake of 6,857 shares — an estimated $268K sold.

Welch Group first reported a position in DVN in Q2 2022 and held it in 10 quarters. The position peaked at $546K in Q4 2022. 1,141 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Welch Group reported no remaining Devon Energy position as of Q4 2024 after selling out during the quarter.
  • Welch Group sold 6,857 Devon Energy shares in Q4 2024, an estimated $268K.
  • Welch Group first reported a position in Devon Energy in Q2 2022 and held it in 10 quarters.
  • Welch Group's Devon Energy position peaked at $546K in Q4 2022.
  • 1,141 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Welch Group's 13F filing for Q4 2024, filed 27 Jan 2025.