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Axxcess Wealth Management’s Devon Energy DVN Stock Holding History

Axxcess 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
2026
Q2 		$672K Buy
+16,253
New +$753K 0.01% 630
2025
Q3 		– Sell
-8,306
Closed -$264K – 935
2025
Q2 		$264K Sell
8,306
-2,378
-22% -$75.7K 0.01% 756
2025
Q1 		$400K Sell
10,684
-7
-0.1% -$248 0.01% 600
2024
Q4 		$350K Buy
10,691
+192
+2% +$7.23K 0.01% 631
2024
Q3 		$411K Sell
10,499
-4,238
-29% -$187K 0.01% 600
2024
Q2 		$699K Buy
14,737
+7,937
+117% +$395K 0.02% 453
2024
Q1 		$341K Hold
6,800
– – 0.01% 635
2023
Q4 		$308K Buy
6,800
+1,804
+36% +$82.6K 0.01% 635
2023
Q3 		$238K Buy
4,996
+286
+6% +$14.4K 0.01% 671
2023
Q2 		$228K Sell
4,710
-209
-4% -$10.5K 0.02% 525
2023
Q1 		$249K Buy
+4,919
New +$280K 0.02% 534

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 $3.37T AUM 44.26% 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

Axxcess Wealth Management's DVN Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Devon Energy (DVN) in Q2 2026: 16,253 shares worth $672K. The stake represents 0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DVN as recently as Q2 2025.

Axxcess Wealth Management first reported a position in DVN in Q1 2023 and has held it in 11 quarters since. The position peaked at $699K in Q2 2024. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Axxcess Wealth Management held 16,253 shares of Devon Energy worth $672K as of Q2 2026.
  • Devon Energy was a new Axxcess Wealth Management position in Q2 2026.
  • Devon Energy made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #630 holding.
  • Axxcess Wealth Management first reported a position in Devon Energy in Q1 2023 and has held it in 11 quarters since.
  • Axxcess Wealth Management's Devon Energy position peaked at $699K in Q2 2024.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.