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Bogart Wealth LLC’s Devon Energy DVN Stock Holding History

Bogart Wealth LLC’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
2025
Q2 		– Sell
-500
Closed -$18.7K – 1473
2025
Q1 		$18.7K Buy
+500
New +$17.7K ﹤0.01% 602

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Bogart Wealth LLC's DVN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Devon Energy (DVN) stake by 42% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,072 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Bogart Wealth LLC first reported a position in DVN in Q3 2017 and has held it in 19 quarters since. The position peaked at $152K in Q2 2024. 544 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Bogart Wealth LLC held 1,072 shares of Devon Energy worth $44.3K as of Q2 2026.
  • Bogart Wealth LLC bought 316 Devon Energy shares in Q2 2026, an estimated $14.6K.
  • Devon Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #574 holding.
  • Bogart Wealth LLC first reported a position in Devon Energy in Q3 2017 and has held it in 19 quarters since.
  • Bogart Wealth LLC's Devon Energy position peaked at $152K in Q2 2024.
  • 544 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.