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Disclosery

Phoenix Wealth Advisors: DVN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phoenix Wealth Advisors on DVN, newest first. How the timeline and the estimate are built.

Phoenix Wealth Advisors held 0 DVN shares at 2024-12-31 per its 13F-HR filed 2025-01-17.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -57,698 shares

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 57,698 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,257,146.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).