WR Wealth Planners’s Devon Energy DVN Stock Holding History

WR Wealth Planners’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	$94.2K	Sell	2,879 -1,699	-37%	-$64K	0.03%	238
2024 Q3	$179K	Buy	4,578 +2,236	+95%	+$98.5K	0.05%	201
2024 Q2	$111K	Buy	2,342 +103	+5%	+$5.12K	0.03%	236
2024 Q1	$112K	Buy	+2,239	New	+$99.4K	0.03%	238
2023 Q4	–	Sell	-2,084	Closed	-$99.4K	–	364
2023 Q3	$99.4K	Sell	2,084 -49	-2%	-$2.47K	0.04%	236
2023 Q2	$103K	Sell	2,133 -1,988	-48%	-$100K	0.04%	236
2023 Q1	$209K	Buy	4,121 +4,016	+3,825%	+$229K	0.09%	149
2022 Q4	$6.45K	Sell	105 -54	-34%	-$3.68K	﹤0.01%	311
2022 Q3	$9.53K	Sell	159 -961	-86%	-$59.7K	0.01%	265
2022 Q2	$61.7K	Hold	1,120	–	–	0.04%	157
2022 Q1	$66.2K	Buy	+1,120	New	+$60.6K	0.04%	155

Other funds holding DVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WR Wealth Planners's DVN Position: Q4 2024 in Review

WR Wealth Planners reduced its Devon Energy (DVN) stake by 37% in Q4 2024, selling an estimated $64K and leaving 2,879 shares worth $94.2K. The position accounts for 0.03% of the portfolio, ranked #238.

WR Wealth Planners first reported a position in DVN in Q1 2022 and has held it in 11 quarters since. The position peaked at $209K in Q1 2023. 1,139 funds tracked by Wall St. Rank hold DVN as of Q4 2024.

WR Wealth Planners held 2,879 shares of Devon Energy worth $94.2K as of Q4 2024.
WR Wealth Planners sold 1,699 Devon Energy shares in Q4 2024, an estimated $64K.
Devon Energy made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #238 holding.
WR Wealth Planners first reported a position in Devon Energy in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Devon Energy position peaked at $209K in Q1 2023.
1,139 funds tracked by Wall St. Rank held Devon Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.