Accurate Wealth Management
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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
Q3 		$415K Sell
8,267
-7,570
-48% -$347K 0.04% 419
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Accurate Wealth Management's DVN Position: Q3 2026 in Review

Accurate Wealth Management reduced its Devon Energy (DVN) stake by 48% in Q3 2026, selling an estimated $347K and leaving 8,267 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #419.

Accurate Wealth Management first reported a position in DVN in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.55M in Q1 2024. 1,095 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Accurate Wealth Management held 8,267 shares of Devon Energy worth $415K as of Q3 2026.
  • Accurate Wealth Management sold 7,570 Devon Energy shares in Q3 2026, an estimated $347K.
  • Devon Energy made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #419 holding.
  • Accurate Wealth Management first reported a position in Devon Energy in Q3 2022 and has held it in 17 quarters since.
  • Accurate Wealth Management's Devon Energy position peaked at $1.55M in Q1 2024.
  • 1,095 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.