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Bullock Wealth Management’s Devon Energy DVN Stock Holding History

Bullock 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 		$103K Buy
2,569
+327
+15% +$15.2K 0.04% 220
2026
Q1 		$109K Buy
2,242
+2,220
+10,091% +$95.2K 0.05% 212
2025
Q4 		$811 Hold
22
– – ﹤0.01% 571
2025
Q3 		$777 Sell
22
-14
-39% -$477 ﹤0.01% 589
2025
Q2 		$1.17K Sell
36
-16
-31% -$510 ﹤0.01% 536
2025
Q1 		$1.97K Buy
52
+15
+41% +$532 ﹤0.01% 495
2024
Q4 		$1.22K Buy
+37
New +$1.39K ﹤0.01% 540

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's DVN Position: Q2 2026 in Review

Bullock Wealth Management increased its Devon Energy (DVN) stake by 15% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,569 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #220.

Bullock Wealth Management first reported a position in DVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $109K in Q1 2026. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Bullock Wealth Management held 2,569 shares of Devon Energy worth $103K as of Q2 2026.
  • Bullock Wealth Management bought 327 Devon Energy shares in Q2 2026, an estimated $15.2K.
  • Devon Energy made up 0.04% of Bullock Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Bullock Wealth Management first reported a position in Devon Energy in Q4 2024 and has held it in 7 quarters since.
  • Bullock Wealth Management's Devon Energy position peaked at $109K in Q1 2026.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.