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Atria Wealth Solutions’s Devon Energy DVN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-79,491
Closed -$2.97M – 1569
2025
Q1 		$2.97M Buy
79,491
+19,528
+33% +$693K 0.04% 502
2024
Q4 		$1.96M Sell
59,963
-6,707
-10% -$253K 0.02% 649
2024
Q3 		$2.61M Sell
66,670
-15,424
-19% -$679K 0.03% 533
2024
Q2 		$3.89M Sell
82,094
-15,809
-16% -$786K 0.04% 403
2024
Q1 		$4.91M Sell
97,903
-3,992
-4% -$177K 0.06% 346
2023
Q4 		$4.62M Buy
101,895
+8,350
+9% +$382K 0.06% 340
2023
Q3 		$4.46M Sell
93,545
-6,836
-7% -$344K 0.06% 316
2023
Q2 		$4.85M Sell
100,381
-15,655
-13% -$787K 0.07% 293
2023
Q1 		$5.87M Sell
116,036
-11,100
-9% -$632K 0.09% 228
2022
Q4 		$7.83M Sell
127,136
-372
-0.3% -$25.4K 0.13% 175
2022
Q3 		$7.67M Sell
127,508
-5,771
-4% -$359K 0.13% 161
2022
Q2 		$7.34M Buy
133,279
+33,927
+34% +$2.22M 0.14% 156
2022
Q1 		$5.87M Buy
+99,352
New +$5.38M 0.1% 221

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's DVN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Devon Energy (DVN) in Q2 2025, closing a stake of 79,491 shares — an estimated $2.97M sold.

Atria Wealth Solutions first reported a position in DVN in Q1 2022 and held it in 13 quarters. The position peaked at $7.83M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Devon Energy position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 79,491 Devon Energy shares in Q2 2025, an estimated $2.97M.
  • Atria Wealth Solutions first reported a position in Devon Energy in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Devon Energy position peaked at $7.83M in Q4 2022.
  • 1,105 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.