BXM Wealth’s Devon Energy DVN Stock Holding History

BXM Wealth’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	-6,765	Closed	-$253K	–	113
2025 Q1	$253K	Buy	6,765 +40	+0.6%	+$1.42K	0.3%	88
2024 Q4	$220K	Buy	+6,725	New	+$253K	0.31%	86

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BXM Wealth's DVN Position: Q2 2025 in Review

BXM Wealth sold out of Devon Energy (DVN) in Q2 2025, closing a stake of 6,765 shares — an estimated $253K sold.

BXM Wealth first reported a position in DVN in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

BXM Wealth reported no remaining Devon Energy position as of Q2 2025 after selling out during the quarter.
BXM Wealth sold 6,765 Devon Energy shares in Q2 2025, an estimated $253K.
BXM Wealth first reported a position in Devon Energy in Q4 2024 and held it in 2 quarters.
BXM Wealth's Devon Energy position peaked at $253K in Q1 2025.
1,104 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on BXM Wealth's 13F filing for Q2 2025, filed 29 Jul 2025.