WFAG
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Worth Financial Advisory Group’s Devon Energy DVN Stock Holding History

Worth Financial Advisory 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
2023
Q2 		– Sell
-7,057
Closed -$357K – 121
2023
Q1 		$357K Buy
+7,057
New +$402K 0.34% 78

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Worth Financial Advisory Group's DVN Position: Q2 2023 in Review

Worth Financial Advisory Group sold out of Devon Energy (DVN) in Q2 2023, closing a stake of 7,057 shares — an estimated $357K sold.

Worth Financial Advisory Group first reported a position in DVN in Q1 2023 and held it in 1 quarter. The position peaked at $357K in Q1 2023. 1,222 funds tracked by Wall St. Rank hold DVN as of Q2 2023.

  • Worth Financial Advisory Group reported no remaining Devon Energy position as of Q2 2023 after selling out during the quarter.
  • Worth Financial Advisory Group sold 7,057 Devon Energy shares in Q2 2023, an estimated $357K.
  • Worth Financial Advisory Group first reported a position in Devon Energy in Q1 2023 and held it in 1 quarter.
  • Worth Financial Advisory Group's Devon Energy position peaked at $357K in Q1 2023.
  • 1,222 funds tracked by Wall St. Rank held Devon Energy as of Q2 2023.

Based on Worth Financial Advisory Group's 13F filing for Q2 2023, filed 28 Jul 2023.