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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

DVN holding history

Devon Energy Corp in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DVN overviewAll 13F holders of DVNFull Q3 2025 holdings

Shares (Q3 2025)
30,343
Value
$1.06M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of DVN by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202530,343$1.06M<0.1%−1,134−3.6%ReducedHolders
Q2 202531,477$1.00M<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202431,634$1.04M<0.1%−8,111−20.4%ReducedHolders
Q3 202439,745$1.55M0.1%−1,612−3.9%ReducedHolders
Q2 202441,357$1.96M0.1%−2,981−6.7%ReducedHolders
Q1 202444,338$2.22M0.1%+1,399+3.3%AddedHolders
Q4 202342,939$1.95M0.1%−5,133−10.7%ReducedHolders
Q3 202348,072$2.29M0.1%−863−1.8%ReducedHolders
Q2 202348,935$2.37M0.1%+143+0.3%AddedHolders
Q1 202348,792$2.47M0.1%+709+1.5%AddedHolders
Q4 202248,083$2.96M0.2%−1,644−3.3%ReducedHolders
Q3 202249,727$2.99M0.2%+4,489+9.9%AddedHolders
Q2 202245,238$2.49M0.2%+562+1.3%AddedHolders
Q1 202244,676$2.64M0.2%+1,790+4.2%AddedHolders
Q4 202142,886$1.89M0.1%+242+0.6%AddedHolders
Q3 202142,644$1.51M0.1%−133−0.3%ReducedHolders
Q2 202142,777$1.25M0.1%−514−1.2%ReducedHolders
Q1 202143,291$946.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.