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West Branch Capital’s Devon Energy DVN Stock Holding History

West Branch Capital’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
-562
Closed -$18.4K – 539
2024
Q4 		$18.4K Sell
562
-140
-20% -$5.27K 0.01% 225
2024
Q3 		$27.5K Hold
702
– – 0.01% 199
2024
Q2 		$33.3K Hold
702
– – 0.01% 182
2024
Q1 		$35.2K Hold
702
– – 0.01% 185
2023
Q4 		$31.8K Hold
702
– – 0.01% 191
2023
Q3 		$33.5K Hold
702
– – 0.02% 191
2023
Q2 		$33.9K Hold
702
– – 0.02% 197
2023
Q1 		$35.5K Hold
702
– – 0.02% 195
2022
Q4 		$43.2K Buy
+702
New +$47.9K 0.03% 176
2022
Q3 		– Sell
-2,000
Closed -$110K – 451
2022
Q2 		$110K Buy
+2,000
New +$131K 0.06% 112

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
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

West Branch Capital's DVN Position: Q1 2025 in Review

West Branch Capital sold out of Devon Energy (DVN) in Q1 2025, closing a stake of 562 shares — an estimated $18.4K sold.

West Branch Capital first reported a position in DVN in Q2 2022 and held it in 10 quarters. The position peaked at $110K in Q2 2022. 1,159 funds tracked by Wall St. Rank hold DVN as of Q1 2025.

  • West Branch Capital reported no remaining Devon Energy position as of Q1 2025 after selling out during the quarter.
  • West Branch Capital sold 562 Devon Energy shares in Q1 2025, an estimated $18.4K.
  • West Branch Capital first reported a position in Devon Energy in Q2 2022 and held it in 10 quarters.
  • West Branch Capital's Devon Energy position peaked at $110K in Q2 2022.
  • 1,159 funds tracked by Wall St. Rank held Devon Energy as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.