Caliber Wealth Management (Kansas)’s Devon Energy DVN Stock Holding History

Caliber Wealth Management (Kansas)’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	$3.67M	Buy	88,925 +3,102	+4%	+$144K	0.35%	59
2026 Q1	$4.32M	Buy	85,823 +708	+0.8%	+$30.4K	0.47%	41
2025 Q4	$3.12M	Sell	85,115 -101	-0.1%	-$3.53K	0.34%	62
2025 Q3	$2.99M	Buy	85,216 +992	+1%	+$33.8K	0.33%	66
2025 Q2	$2.68M	Buy	84,224 +6,833	+9%	+$218K	0.29%	77
2025 Q1	$2.89M	Buy	+77,391	New	+$2.75M	0.4%	65

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s DVN Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Devon Energy (DVN) stake by 3.6% in Q2 2026, buying an estimated $144K and bringing the position to 88,925 shares worth $3.67M. The position accounts for 0.35% of the portfolio, ranked #59.

Caliber Wealth Management (Kansas) first reported a position in DVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.32M in Q1 2026. 1,465 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Caliber Wealth Management (Kansas) held 88,925 shares of Devon Energy worth $3.67M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 3,102 Devon Energy shares in Q2 2026, an estimated $144K.
Devon Energy made up 0.35% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #59 holding.
Caliber Wealth Management (Kansas) first reported a position in Devon Energy in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Devon Energy position peaked at $4.32M in Q1 2026.
1,465 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.