AWM
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Avior Wealth Management’s Devon Energy DVN Stock Holding History

Avior Wealth Management’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
-5,441
Closed -$203K – 713
2025
Q1 		$203K Sell
5,441
-3,999
-42% -$142K 0.01% 658
2024
Q4 		$309K Sell
9,440
-75
-0.8% -$2.83K 0.01% 584
2024
Q3 		$372K Buy
9,515
+1,293
+16% +$56.9K 0.01% 529
2024
Q2 		$390K Sell
8,222
-1,081
-12% -$53.8K 0.02% 502
2024
Q1 		$467K Buy
9,303
+2,674
+40% +$119K 0.02% 470
2023
Q4 		$300K Buy
6,629
+2,223
+50% +$102K 0.02% 448
2023
Q3 		$210K Buy
4,406
+207
+5% +$10.4K 0.01% 514
2023
Q2 		$203K Sell
4,199
-46
-1% -$2.31K 0.01% 522
2023
Q1 		$215K Buy
4,245
+3,057
+257% +$174K 0.01% 517
2022
Q4 		$73.1K Buy
1,188
+610
+106% +$41.6K 0.01% 568
2022
Q3 		$34K Hold
578
– – ﹤0.01% 660
2022
Q2 		$31K Buy
578
+350
+154% +$22.9K ﹤0.01% 631
2022
Q1 		$13K Buy
228
+165
+262% +$8.93K ﹤0.01% 792
2021
Q4 		$2K Hold
63
– – ﹤0.01% 971
2021
Q3 		$2K Hold
63
– – ﹤0.01% 933
2021
Q2 		$1K Hold
63
– – ﹤0.01% 949
2021
Q1 		$1K Sell
63
-721
-92% -$14.8K ﹤0.01% 942
2020
Q4 		$12K Buy
+784
New +$9.71K ﹤0.01% 682
2018
Q2 		– Sell
-4,924
Closed -$157K – 798
2018
Q1 		$157K Buy
4,924
+4,811
+4,258% +$177K 0.04% 369
2017
Q4 		$1K Buy
+113
New +$4.28K ﹤0.01% 725

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 $3.38T AUM 44.17% 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

Avior Wealth Management's DVN Position: Q2 2025 in Review

Avior Wealth Management sold out of Devon Energy (DVN) in Q2 2025, closing a stake of 5,441 shares — an estimated $203K sold.

Avior Wealth Management first reported a position in DVN in Q4 2017 and held it in 20 quarters. The position peaked at $467K in Q1 2024. 1,106 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • Avior Wealth Management reported no remaining Devon Energy position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,441 Devon Energy shares in Q2 2025, an estimated $203K.
  • Avior Wealth Management first reported a position in Devon Energy in Q4 2017 and held it in 20 quarters.
  • Avior Wealth Management's Devon Energy position peaked at $467K in Q1 2024.
  • 1,106 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.