AWE
DVN icon

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
Q3 		$526K Buy
11,426
+2,675
+31% +$123K 0.01% 470
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Avidian Wealth Enterprises's DVN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Devon Energy (DVN) stake by 31% in Q3 2026, buying an estimated $123K and bringing the position to 11,426 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #470.

Avidian Wealth Enterprises first reported a position in DVN in Q2 2018 and has held it in 15 quarters since. The position peaked at $902K in Q1 2022. 50 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Avidian Wealth Enterprises held 11,426 shares of Devon Energy worth $526K as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,675 Devon Energy shares in Q3 2026, an estimated $123K.
  • Devon Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #470 holding.
  • Avidian Wealth Enterprises first reported a position in Devon Energy in Q2 2018 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Devon Energy position peaked at $902K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.