Avidian Wealth Enterprises’s Devon Energy DVN Stock Holding History

Avidian Wealth Enterprises’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	$362K	Buy	8,751 +4,483	+105%	+$208K	0.01%	550
2026 Q1	$215K	Buy	+4,268	New	+$183K	0.01%	630
2024 Q3	–	Sell	-5,679	Closed	-$269K	–	507
2024 Q2	$269K	Buy	+5,679	New	+$282K	0.01%	415
2023 Q4	–	Sell	-5,716	Closed	-$273K	–	422
2023 Q3	$273K	Buy	5,716 +752	+15%	+$37.9K	0.02%	341
2023 Q2	$240K	Sell	4,964 -9,318	-65%	-$468K	0.02%	372
2023 Q1	$723K	Buy	14,282 +1,132	+9%	+$64.4K	0.04%	238
2022 Q4	$809K	Buy	13,150 +1,386	+12%	+$94.5K	0.05%	207
2022 Q3	$707K	Buy	11,764 +919	+8%	+$57.1K	0.05%	188
2022 Q2	$598K	Sell	10,845 -4,404	-29%	-$288K	0.04%	240
2022 Q1	$902K	Buy	15,249 +6,856	+82%	+$371K	0.06%	210
2021 Q4	$370K	Buy	8,393 +949	+13%	+$39.5K	0.02%	361
2021 Q3	$264K	Buy	+7,444	New	+$211K	0.02%	317
2019 Q2	–	Sell	-6,973	Closed	-$220K	–	149
2019 Q1	$220K	Buy	+6,973	New	+$195K	0.05%	117
2018 Q3	–	Sell	-9,877	Closed	-$434K	–	109
2018 Q2	$434K	Buy	+9,877	New	+$383K	0.14%	58

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avidian Wealth Enterprises's DVN Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Devon Energy (DVN) stake by 105% in Q2 2026, buying an estimated $208K and bringing the position to 8,751 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #550.

Avidian Wealth Enterprises first reported a position in DVN in Q2 2018 and has held it in 14 quarters since. The position peaked at $902K in Q1 2022. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Avidian Wealth Enterprises held 8,751 shares of Devon Energy worth $362K as of Q2 2026.
Avidian Wealth Enterprises bought 4,483 Devon Energy shares in Q2 2026, an estimated $208K.
Devon Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #550 holding.
Avidian Wealth Enterprises first reported a position in Devon Energy in Q2 2018 and has held it in 14 quarters since.
Avidian Wealth Enterprises's Devon Energy position peaked at $902K in Q1 2022.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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