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

Aprio 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 		$373K Sell
9,019
-68
-0.7% -$3.15K 0.02% 456
2026
Q1 		$457K Buy
9,087
+2,037
+29% +$87.3K 0.03% 384
2025
Q4 		$258K Sell
7,050
-471
-6% -$16.4K 0.01% 473
2025
Q3 		$264K Buy
7,521
+297
+4% +$10.1K 0.03% 356
2025
Q2 		$230K Buy
+7,224
New +$230K 0.03% 360

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

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

Aprio Wealth Management reduced its Devon Energy (DVN) stake by 0.75% in Q2 2026, selling an estimated $3.15K and leaving 9,019 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #456.

Aprio Wealth Management first reported a position in DVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $457K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Aprio Wealth Management held 9,019 shares of Devon Energy worth $373K as of Q2 2026.
  • Aprio Wealth Management sold 68 Devon Energy shares in Q2 2026, an estimated $3.15K.
  • Devon Energy made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Aprio Wealth Management first reported a position in Devon Energy in Q2 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Devon Energy position peaked at $457K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.