AWM
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Accurate Wealth Management’s Devon Energy DVN Stock Holding History

Accurate 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 		$669K Sell
15,837
-2,219
-12% -$103K 0.06% 288
2026
Q1 		$863K Sell
18,056
-6,805
-27% -$292K 0.1% 215
2025
Q4 		$889K Sell
24,861
-9,365
-27% -$327K 0.11% 194
2025
Q3 		$1.12M Sell
34,226
-4,449
-12% -$151K 0.15% 149
2025
Q2 		$1.31M Buy
38,675
+9,866
+34% +$314K 0.2% 125
2025
Q1 		$813K Sell
28,809
-2,426
-8% -$86.1K 0.16% 142
2024
Q4 		$1.12M Sell
31,235
-1,710
-5% -$64.4K 0.22% 110
2024
Q3 		$1.36M Buy
32,945
+1,294
+4% +$57K 0.27% 93
2024
Q2 		$1.52M Buy
31,651
+1,809
+6% +$90K 0.36% 71
2024
Q1 		$1.55M Buy
29,842
+17,654
+145% +$784K 0.45% 62
2023
Q4 		$531K Sell
12,188
-1,262
-9% -$57.8K 0.17% 128
2023
Q3 		$671K Buy
13,450
+90
+0.7% +$4.53K 0.21% 106
2023
Q2 		$653K Sell
13,360
-1,707
-11% -$85.8K 0.2% 108
2023
Q1 		$804K Buy
15,067
+10,296
+216% +$586K 0.28% 86
2022
Q4 		$301K Sell
4,771
-636
-12% -$43.4K 0.11% 161
2022
Q3 		$374K Buy
+5,407
New +$336K 0.16% 117

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

Accurate Wealth Management reduced its Devon Energy (DVN) stake by 12% in Q2 2026, selling an estimated $103K and leaving 15,837 shares worth $669K. The position accounts for 0.06% of the portfolio, ranked #288.

Accurate Wealth Management first reported a position in DVN in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q1 2024. 455 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Accurate Wealth Management held 15,837 shares of Devon Energy worth $669K as of Q2 2026.
  • Accurate Wealth Management sold 2,219 Devon Energy shares in Q2 2026, an estimated $103K.
  • Devon Energy made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Accurate Wealth Management first reported a position in Devon Energy in Q3 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's Devon Energy position peaked at $1.55M in Q1 2024.
  • 455 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.