APW
DVN icon

Aventura Private Wealth’s Devon Energy DVN Stock Holding History

Aventura 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 		$2.21K Buy
54
+11
+26% +$510 ﹤0.01% 814
2026
Q1 		$2.16K Hold
43
– – ﹤0.01% 741
2025
Q4 		$1.57K Buy
43
+10
+30% +$349 ﹤0.01% 710
2025
Q3 		$1.16K Hold
33
– – ﹤0.01% 724
2025
Q2 		$1.05K Hold
33
– – ﹤0.01% 688
2025
Q1 		$1.23K Hold
33
– – ﹤0.01% 645
2024
Q4 		$1.08K Buy
+33
New +$1.24K ﹤0.01% 630

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 $3.38T AUM 44.17% 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

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

Aventura Private Wealth increased its Devon Energy (DVN) stake by 26% in Q2 2026, buying an estimated $510 and bringing the position to 54 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Aventura Private Wealth first reported a position in DVN in Q4 2024 and has held it in 7 quarters since. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Aventura Private Wealth held 54 shares of Devon Energy worth $2.21K as of Q2 2026.
  • Aventura Private Wealth bought 11 Devon Energy shares in Q2 2026, an estimated $510.
  • Devon Energy made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #814 holding.
  • Aventura Private Wealth first reported a position in Devon Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.