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Allied Private Wealth’s Devon Energy DVN Stock Holding History

Allied Private Wealth’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 		$13.4K Buy
+309
New +$14.3K 0.01% 473

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

Allied Private Wealth's DVN Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Devon Energy (DVN) in Q2 2026: 309 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings.

1,460 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Allied Private Wealth held 309 shares of Devon Energy worth $13.4K as of Q2 2026.
  • Devon Energy was a new Allied Private Wealth position in Q2 2026.
  • Devon Energy made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #473 holding.
  • 1,460 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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