AWM
DVN icon

Accredited Wealth Management’s Devon Energy DVN Stock Holding History

Accredited 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
2025
Q3 		$17.5K Buy
808
+308
+62% +$10.5K 0.01% 207
2025
Q2 		$15.9K Hold
500
– – 0.01% 215
2025
Q1 		$18.7K Sell
500
-357
-42% -$12.7K 0.02% 187
2024
Q4 		$28.1K Buy
+857
New +$32.3K 0.02% 173

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Accredited Wealth Management's DVN Position: Q3 2025 in Review

Accredited Wealth Management increased its Devon Energy (DVN) stake by 62% in Q3 2025, buying an estimated $10.5K and bringing the position to 808 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #207.

Accredited Wealth Management first reported a position in DVN in Q4 2024 and has held it in 4 quarters since. The position peaked at $28.1K in Q4 2024. 1,102 funds tracked by Wall St. Rank hold DVN as of Q3 2025.

  • Accredited Wealth Management held 808 shares of Devon Energy worth $17.5K as of Q3 2025.
  • Accredited Wealth Management bought 308 Devon Energy shares in Q3 2025, an estimated $10.5K.
  • Devon Energy made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #207 holding.
  • Accredited Wealth Management first reported a position in Devon Energy in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Devon Energy position peaked at $28.1K in Q4 2024.
  • 1,102 funds tracked by Wall St. Rank held Devon Energy as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.