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Aaron Wealth Advisors’s Devon Energy DVN Stock Holding History

Aaron 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 		$550K Buy
13,318
+3,678
+38% +$170K 0.03% 398
2026
Q1 		$485K Buy
9,640
+1,921
+25% +$82.4K 0.03% 395
2025
Q4 		$283K Buy
7,719
+400
+5% +$14K 0.02% 584
2025
Q3 		$257K Buy
+7,319
New +$249K 0.02% 564
2023
Q1 		– Sell
-3,735
Closed -$230K – 257
2022
Q4 		$230K Sell
3,735
-207
-5% -$14.1K 0.03% 220
2022
Q3 		$237K Sell
3,942
-16
-0.4% -$994 0.04% 185
2022
Q2 		$218K Sell
3,958
-229,428
-98% -$15M 0.05% 176
2022
Q1 		$3.95M Buy
+233,386
New +$12.6M 0.05% 148

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

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

Aaron Wealth Advisors increased its Devon Energy (DVN) stake by 38% in Q2 2026, buying an estimated $170K and bringing the position to 13,318 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #398.

Aaron Wealth Advisors first reported a position in DVN in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.95M in Q1 2022. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Aaron Wealth Advisors held 13,318 shares of Devon Energy worth $550K as of Q2 2026.
  • Aaron Wealth Advisors bought 3,678 Devon Energy shares in Q2 2026, an estimated $170K.
  • Devon Energy made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #398 holding.
  • Aaron Wealth Advisors first reported a position in Devon Energy in Q1 2022 and has held it in 8 quarters since.
  • Aaron Wealth Advisors's Devon Energy position peaked at $3.95M in Q1 2022.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.