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Wintrust Investments’s Devon Energy DVN Stock Holding History

Wintrust Investments’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
2017
Q1 		– Sell
-1,100
Closed -$25K – 292
2016
Q4 		$25K Buy
+1,100
New +$48.6K 0.01% 219

Other funds holding DVN

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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 40.91% 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

Wintrust Investments's DVN Position: Q4 2024 in Review

Wintrust Investments reduced its Devon Energy (DVN) stake by 35% in Q4 2024, selling an estimated $15.1K and leaving 757 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #360.

Wintrust Investments first reported a position in DVN in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.35M in Q3 2023. 1,141 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

  • Wintrust Investments held 757 shares of Devon Energy worth $24K as of Q4 2024.
  • Wintrust Investments sold 402 Devon Energy shares in Q4 2024, an estimated $15.1K.
  • Devon Energy made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #360 holding.
  • Wintrust Investments first reported a position in Devon Energy in Q4 2022 and has held it in 9 quarters since.
  • Wintrust Investments's Devon Energy position peaked at $1.35M in Q3 2023.
  • 1,141 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.