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Beaird Harris Wealth Management’s Devon Energy DVN Stock Holding History

Beaird Harris 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 		$73.4K Buy
1,777
+304
+21% +$14.1K ﹤0.01% 233
2026
Q1 		$74.1K Hold
1,473
– – 0.01% 208
2025
Q4 		$54K Hold
1,473
– – ﹤0.01% 247
2025
Q3 		$51.6K Hold
1,473
– – ﹤0.01% 245
2025
Q2 		$46.9K Buy
1,473
+350
+31% +$11.1K ﹤0.01% 253
2025
Q1 		$42K Hold
1,123
– – ﹤0.01% 237
2024
Q4 		$36.8K Buy
1,123
+807
+255% +$30.4K ﹤0.01% 253
2024
Q3 		$12.4K Hold
316
– – ﹤0.01% 325
2024
Q2 		$15K Hold
316
– – ﹤0.01% 328
2024
Q1 		$15.9K Hold
316
– – ﹤0.01% 296
2023
Q4 		$14.3K Hold
316
– – ﹤0.01% 297
2023
Q3 		$15.1K Hold
316
– – ﹤0.01% 248
2023
Q2 		$15.3K Hold
316
– – ﹤0.01% 245
2023
Q1 		$16K Hold
316
– – ﹤0.01% 238
2022
Q4 		$19.4K Hold
316
– – ﹤0.01% 257
2022
Q3 		$19K Hold
316
– – ﹤0.01% 233
2022
Q2 		$17K Sell
316
-52
-14% -$3.4K ﹤0.01% 217
2022
Q1 		$22K Hold
368
– – 0.01% 245
2021
Q4 		$16K Buy
+368
New +$15.3K 0.01% 340

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

Beaird Harris Wealth Management's DVN Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Devon Energy (DVN) stake by 21% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,777 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Beaird Harris Wealth Management first reported a position in DVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $74.1K in Q1 2026. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Beaird Harris Wealth Management held 1,777 shares of Devon Energy worth $73.4K as of Q2 2026.
  • Beaird Harris Wealth Management bought 304 Devon Energy shares in Q2 2026, an estimated $14.1K.
  • Devon Energy made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Beaird Harris Wealth Management first reported a position in Devon Energy in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Devon Energy position peaked at $74.1K in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.