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180 Wealth Advisors’s Devon Energy DVN Stock Holding History

180 Wealth Advisors’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
2026
Q2 		$1.35M Buy
32,788
+8,088
+33% +$375K 0.14% 162
2026
Q1 		$1.24M Sell
24,700
-546
-2% -$23.4K 0.14% 160
2025
Q4 		$925K Buy
25,246
+2,257
+10% +$78.8K 0.11% 190
2025
Q3 		$806K Buy
22,989
+406
+2% +$13.8K 0.1% 191
2025
Q2 		$718K Sell
22,583
-1,769
-7% -$56.3K 0.1% 191
2025
Q1 		$911K Buy
24,352
+1,571
+7% +$55.8K 0.15% 146
2024
Q4 		$746K Sell
22,781
-86
-0.4% -$3.24K 0.12% 161
2024
Q3 		$895K Buy
22,867
+3,824
+20% +$168K 0.14% 152
2024
Q2 		$884K Buy
19,043
+747
+4% +$37.2K 0.14% 142
2024
Q1 		$918K Buy
18,296
+4,273
+30% +$190K 0.17% 131
2023
Q4 		$643K Buy
14,023
+35
+0.3% +$1.6K 0.13% 166
2023
Q3 		$667K Buy
13,988
+876
+7% +$44.1K 0.15% 143
2023
Q2 		$640K Sell
13,112
-4,077
-24% -$205K 0.14% 158
2023
Q1 		$870K Buy
17,189
+5,888
+52% +$335K 0.2% 120
2022
Q4 		$743K Buy
11,301
+1,648
+17% +$112K 0.17% 124
2022
Q3 		$580K Buy
9,653
+1,843
+24% +$115K 0.16% 125
2022
Q2 		$430K Buy
7,810
+1,230
+19% +$80.3K 0.11% 173
2022
Q1 		$415K Sell
6,580
-138
-2% -$7.47K 0.09% 210
2021
Q4 		$310K Sell
6,718
-1,126
-14% -$46.8K 0.07% 272
2021
Q3 		$315K Buy
+7,844
New +$222K 0.07% 277

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

180 Wealth Advisors's DVN Position: Q2 2026 in Review

180 Wealth Advisors increased its Devon Energy (DVN) stake by 33% in Q2 2026, buying an estimated $375K and bringing the position to 32,788 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #162.

180 Wealth Advisors first reported a position in DVN in Q3 2021 and has held it in 20 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • 180 Wealth Advisors held 32,788 shares of Devon Energy worth $1.35M as of Q2 2026.
  • 180 Wealth Advisors bought 8,088 Devon Energy shares in Q2 2026, an estimated $375K.
  • Devon Energy made up 0.14% of 180 Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • 180 Wealth Advisors first reported a position in Devon Energy in Q3 2021 and has held it in 20 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.