Abound Wealth Management’s Devon Energy DVN Stock Holding History

Abound Wealth Management’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	$1.31K	Sell	32 -44	-58%	-$2.04K	﹤0.01%	786
2026 Q1	$3.83K	Hold	76	–	–	﹤0.01%	790
2025 Q4	$2.78K	Hold	76	–	–	﹤0.01%	793
2025 Q3	$2.67K	Sell	76 -1	-1%	-$34	﹤0.01%	767
2025 Q2	$2.44K	Sell	77 -301	-80%	-$9.59K	﹤0.01%	715
2025 Q1	$14.1K	Sell	378 -3	-0.8%	-$106	﹤0.01%	355
2024 Q4	$12.5K	Buy	381 +3	+0.8%	+$113	﹤0.01%	357
2024 Q3	$14.8K	Hold	378	–	–	﹤0.01%	352
2024 Q2	$17.9K	Hold	378	–	–	0.01%	271
2024 Q1	$18.9K	Sell	378 -9	-2%	-$400	0.01%	265
2023 Q4	$17.5K	Sell	387 -28	-7%	-$1.28K	0.01%	286
2023 Q3	$19.8K	Buy	415 +22	+6%	+$1.11K	0.01%	223
2023 Q2	$19K	Buy	393 +15	+4%	+$754	0.01%	224
2023 Q1	$19.1K	Buy	378 +17	+5%	+$968	0.01%	213
2022 Q4	$22.2K	Buy	361 +23	+7%	+$1.57K	0.01%	183
2022 Q3	$20.3K	Buy	+338	New	+$21K	0.01%	186

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's DVN Position: Q2 2026 in Review

Abound Wealth Management reduced its Devon Energy (DVN) stake by 58% in Q2 2026, selling an estimated $2.04K and leaving 32 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Abound Wealth Management first reported a position in DVN in Q3 2022 and has held it in 16 quarters since. The position peaked at $22.2K in Q4 2022. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Abound Wealth Management held 32 shares of Devon Energy worth $1.31K as of Q2 2026.
Abound Wealth Management sold 44 Devon Energy shares in Q2 2026, an estimated $2.04K.
Devon Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #786 holding.
Abound Wealth Management first reported a position in Devon Energy in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Devon Energy position peaked at $22.2K in Q4 2022.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.