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Wunderlich Capital Managemnt’s Devon Energy DVN Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$13.6K Hold
286
– – 0.01% 94
2024
Q1 		$14.4K Buy
+286
New +$12.7K 0.01% 102
2016
Q1 		– Sell
-28,200
Closed -$902K – 90
2015
Q4 		$902K Buy
+28,200
New +$1.16M 0.77% 67

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wunderlich Capital Managemnt's DVN Position: Q2 2024 in Review

Wunderlich Capital Managemnt held its Devon Energy (DVN) position steady in Q2 2024 at 286 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #94.

Wunderlich Capital Managemnt first reported a position in DVN in Q4 2015 and has held it in 3 quarters since. The position peaked at $902K in Q4 2015. 1,217 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

  • Wunderlich Capital Managemnt held 286 shares of Devon Energy worth $13.6K as of Q2 2024.
  • Wunderlich Capital Managemnt left its Devon Energy share count unchanged in Q2 2024.
  • Devon Energy made up 0.01% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #94 holding.
  • Wunderlich Capital Managemnt first reported a position in Devon Energy in Q4 2015 and has held it in 3 quarters since.
  • Wunderlich Capital Managemnt's Devon Energy position peaked at $902K in Q4 2015.
  • 1,217 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.