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Arkadios Wealth Advisors’s Devon Energy DVN Stock Holding History

Arkadios Wealth Advisors’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 		$6.87M Buy
166,308
+22,278
+15% +$1.03M 0.1% 207
2026
Q1 		$7.25M Buy
144,030
+25,915
+22% +$1.11M 0.12% 203
2025
Q4 		$4.33M Buy
118,115
+7,406
+7% +$259K 0.08% 253
2025
Q3 		$3.88M Buy
110,709
+3,403
+3% +$116K 0.09% 230
2025
Q2 		$3.41M Buy
107,306
+24,058
+29% +$766K 0.1% 219
2025
Q1 		$3.11M Buy
83,248
+30,886
+59% +$1.1M 0.12% 195
2024
Q4 		$1.71M Buy
52,362
+4,338
+9% +$163K 0.09% 208
2024
Q3 		$1.88M Buy
48,024
+11,596
+32% +$511K 0.11% 197
2024
Q2 		$1.73M Buy
36,428
+10,979
+43% +$546K 0.12% 184
2024
Q1 		$1.28M Buy
+25,449
New +$1.13M 0.1% 194
2023
Q4 		– Sell
-5,139
Closed -$245K – 742
2023
Q3 		$245K Sell
5,139
-1,698
-25% -$85.5K 0.02% 559
2023
Q2 		$330K Sell
6,837
-1,712
-20% -$86.1K 0.04% 419
2023
Q1 		$433K Sell
8,549
-1,187
-12% -$67.6K 0.05% 338
2022
Q4 		$599K Buy
9,736
+3,167
+48% +$216K 0.08% 259
2022
Q3 		$395K Buy
6,569
+2,730
+71% +$170K 0.06% 323
2022
Q2 		$212K Sell
3,839
-4,132
-52% -$270K 0.03% 491
2022
Q1 		$471K Sell
7,971
-2,690
-25% -$146K 0.06% 327
2021
Q4 		$470K Buy
10,661
+1,437
+16% +$59.8K 0.06% 343
2021
Q3 		$327K Sell
9,224
-1,505
-14% -$42.7K 0.05% 387
2021
Q2 		$313K Sell
10,729
-5,920
-36% -$153K 0.04% 441
2021
Q1 		$363K Buy
+16,649
New +$343K 0.06% 311
2020
Q2 		– Sell
-10
Closed -$69 – 993
2020
Q1 		$69 Buy
+10
New +$181 ﹤0.01% 1161

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

Arkadios Wealth Advisors's DVN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Devon Energy (DVN) stake by 15% in Q2 2026, buying an estimated $1.03M and bringing the position to 166,308 shares worth $6.87M. The position accounts for 0.1% of the portfolio, ranked #207.

Arkadios Wealth Advisors first reported a position in DVN in Q1 2020 and has held it in 22 quarters since. The position peaked at $7.25M in Q1 2026. 1,460 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Arkadios Wealth Advisors held 166,308 shares of Devon Energy worth $6.87M as of Q2 2026.
  • Arkadios Wealth Advisors bought 22,278 Devon Energy shares in Q2 2026, an estimated $1.03M.
  • Devon Energy made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Arkadios Wealth Advisors first reported a position in Devon Energy in Q1 2020 and has held it in 22 quarters since.
  • Arkadios Wealth Advisors's Devon Energy position peaked at $7.25M in Q1 2026.
  • 1,460 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.