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Adamsbrown Wealth Consultants’s Devon Energy DVN Stock Holding History

Adamsbrown Wealth Consultants’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 		$281K Sell
6,792
-6
-0.1% -$278 0.05% 129
2026
Q1 		$342K Buy
6,798
+33
+0.5% +$1.42K 0.09% 94
2025
Q4 		$248K Buy
6,765
+245
+4% +$8.55K 0.07% 109
2025
Q3 		$229K Sell
6,520
-660
-9% -$22.5K 0.06% 107
2025
Q2 		$228K Sell
7,180
-2,492
-26% -$79.4K 0.07% 97
2025
Q1 		$362K Buy
9,672
+125
+1% +$4.44K 0.11% 64
2024
Q4 		$312K Sell
9,547
-338
-3% -$12.7K 0.11% 71
2024
Q3 		$387K Buy
9,885
+1,056
+12% +$46.5K 0.13% 53
2024
Q2 		$418K Sell
8,829
-304
-3% -$15.1K 0.16% 46
2024
Q1 		$458K Buy
9,133
+3,455
+61% +$153K 0.19% 43
2023
Q4 		$257K Sell
5,678
-1,105
-16% -$50.6K 0.11% 64
2023
Q3 		$324K Buy
6,783
+483
+8% +$24.3K 0.16% 51
2023
Q2 		$305K Buy
+6,300
New +$317K 0.16% 54

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

Adamsbrown Wealth Consultants's DVN Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Devon Energy (DVN) stake by 0.09% in Q2 2026, selling an estimated $278 and leaving 6,792 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #129.

Adamsbrown Wealth Consultants first reported a position in DVN in Q2 2023 and has held it in 13 quarters since. The position peaked at $458K in Q1 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Adamsbrown Wealth Consultants held 6,792 shares of Devon Energy worth $281K as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 6 Devon Energy shares in Q2 2026, an estimated $278.
  • Devon Energy made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #129 holding.
  • Adamsbrown Wealth Consultants first reported a position in Devon Energy in Q2 2023 and has held it in 13 quarters since.
  • Adamsbrown Wealth Consultants's Devon Energy position peaked at $458K in Q1 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.