Baron Wealth Management
DVN icon

Baron Wealth Management’s Devon Energy DVN Stock Holding History

Baron 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
Q3 		$224K Hold
4,855
– – 0.06% 271
2026
Q2 		$201K Hold
4,855
– – 0.05% 289
2026
Q1 		$244K Buy
+4,855
New +$208K 0.07% 222
2024
Q3 		– Sell
-5,764
Closed -$273K – 211
2024
Q2 		$273K Sell
5,764
-1,566
-21% -$77.9K 0.14% 126
2024
Q1 		$368K Sell
7,330
-500
-6% -$22.2K 0.2% 88
2023
Q4 		$355K Hold
7,830
– – 0.19% 84
2023
Q3 		$373K Hold
7,830
– – 0.24% 68
2023
Q2 		$379K Buy
7,830
+700
+10% +$35.2K 0.24% 67
2023
Q1 		$361K Hold
7,130
– – 0.26% 68
2022
Q4 		$439K Buy
+7,130
New +$486K 0.34% 47

Other funds holding DVN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Baron Wealth Management's DVN Position: Q3 2026 in Review

Baron Wealth Management held its Devon Energy (DVN) position steady in Q3 2026 at 4,855 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #271.

Baron Wealth Management first reported a position in DVN in Q4 2022 and has held it in 10 quarters since. The position peaked at $439K in Q4 2022. 1,261 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Baron Wealth Management held 4,855 shares of Devon Energy worth $224K as of Q3 2026.
  • Baron Wealth Management left its Devon Energy share count unchanged in Q3 2026.
  • Devon Energy made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #271 holding.
  • Baron Wealth Management first reported a position in Devon Energy in Q4 2022 and has held it in 10 quarters since.
  • Baron Wealth Management's Devon Energy position peaked at $439K in Q4 2022.
  • 1,261 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.