AWE
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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
2022
Q2 		– Sell
-27,000
Closed -$1.6M – 464
2022
Q1 		$1.6M Buy
+27,000
New +$1.46M 0.1% 137

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 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. 588 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.
  • 588 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.