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Bartlett & Co Wealth Management’s Devon Energy DVN Stock Holding History

Bartlett & Co 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 		$75.1K Buy
1,818
+1,671
+1,137% +$77.4K ﹤0.01% 669
2026
Q1 		$7.54K Sell
147
-12
-8% -$515 ﹤0.01% 962
2025
Q4 		$5.81K Buy
159
+26
+20% +$908 ﹤0.01% 994
2025
Q3 		$4.65K Buy
133
+19
+17% +$647 ﹤0.01% 1015
2025
Q2 		$3.61K Sell
114
-54
-32% -$1.72K ﹤0.01% 1038
2025
Q1 		$6.27K Buy
168
+4
+2% +$142 ﹤0.01% 963
2024
Q4 		$5.35K Sell
164
-40
-20% -$1.51K ﹤0.01% 967
2024
Q3 		$7.96K Hold
204
– – ﹤0.01% 934
2024
Q2 		$9.65K Sell
204
-13
-6% -$647 ﹤0.01% 921
2024
Q1 		$10.9K Buy
217
+16
+8% +$710 ﹤0.01% 901
2023
Q4 		$9.35K Hold
201
– – ﹤0.01% 1014
2023
Q3 		$9.59K Buy
201
+101
+101% +$5.09K ﹤0.01% 933
2023
Q2 		$4.83K Hold
100
– – ﹤0.01% 991
2023
Q1 		$5.06K Hold
100
– – ﹤0.01% 894
2022
Q4 		$6.15K Hold
100
– – ﹤0.01% 889
2022
Q3 		$6.01K Sell
100
-36
-26% -$2.24K ﹤0.01% 895
2022
Q2 		$7.5K Buy
136
+36
+36% +$2.35K ﹤0.01% 936
2022
Q1 		$5.91K Buy
+100
New +$5.41K ﹤0.01% 895
2021
Q4 		– Sell
-100
Closed -$3.55K – 522
2021
Q3 		$3.55K Hold
100
– – ﹤0.01% 803
2021
Q2 		$2.92K Hold
100
– – ﹤0.01% 813
2021
Q1 		$2.19K Hold
100
– – ﹤0.01% 866
2020
Q4 		$1.58K Hold
100
– – ﹤0.01% 958
2020
Q3 		$972 Hold
100
– – ﹤0.01% 813
2020
Q2 		$1.13K Hold
100
– – ﹤0.01% 811
2020
Q1 		$691 Hold
100
– – ﹤0.01% 811
2019
Q4 		$2.6K Hold
100
– – ﹤0.01% 802
2019
Q3 		$2.41K Buy
+100
New +$2.5K ﹤0.01% 818
2018
Q3 		– Sell
-500
Closed -$22K – 720
2018
Q2 		$22K Buy
500
+496
+12,400% +$19.2K ﹤0.01% 517
2018
Q1 		$127 Buy
+4
New +$147 ﹤0.01% 736

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

Bartlett & Co Wealth Management's DVN Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Devon Energy (DVN) stake by 1,137% in Q2 2026, buying an estimated $77.4K and bringing the position to 1,818 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Bartlett & Co Wealth Management first reported a position in DVN in Q1 2018 and has held it in 29 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,818 shares of Devon Energy worth $75.1K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1,671 Devon Energy shares in Q2 2026, an estimated $77.4K.
  • Devon Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #669 holding.
  • Bartlett & Co Wealth Management first reported a position in Devon Energy in Q1 2018 and has held it in 29 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.