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Cerro Pacific Wealth Advisors’s Devon Energy DVN Stock Holding History

Cerro Pacific Wealth Advisors’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 		$207K Buy
+5,001
New +$232K 0.05% 162

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 $3.37T AUM 44.26% 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

Cerro Pacific Wealth Advisors's DVN Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 5,001 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #162 among its holdings.

1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 5,001 shares of Devon Energy worth $207K as of Q2 2026.
  • Devon Energy was a new Cerro Pacific Wealth Advisors position in Q2 2026.
  • Devon Energy made up 0.05% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.