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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

DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 214 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.
  • 214 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.