Number of Shares
67,844.00
Current Holdings Value*
$2.54 Mil
% of Portfolio
0.57%
Total Estimate Gain
$-415,087.08
% of Total Estimate Gain
-13.20%

Independent Solutions Wealth Management, LLC's Devon Energy Corp Holding Summary

As of 2025-03-31, Independent Solutions Wealth Management, LLC held 67,844.00 shares of Devon Energy Corp(DVN), totaling $2.54 Mil. This investment constitutes 0.57% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0.01% of the outstanding Devon Energy Corp(DVN) stock.

The initial trade took place in 2022Q2. And since then Independent Solutions Wealth Management, LLC has made 8 purchases of DVN, at an average price of $39.96, for a total of 78,708.00 shares. In addition, there have been 4 sales at an average price of $46.38 for 10,864.00 shares. Based on historical transaction data and DVN's current price of $32.81, Independent Solutions Wealth Management, LLC's estimated gain on his DVN holdings is $-415,087.08, reflecting a -13.20% gain to date.

Independent Solutions Wealth Management, LLC DVN ($32.81) Holding Chart

Independent Solutions Wealth Management, LLC DVN ($32.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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