Concord Wealth Partners’s Devon Energy DVN Stock Holding History

Concord Wealth Partners’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	$1.15M	Buy	+27,786	New	+$1.29M	0.13%	122
2026 Q1	–	Sell	-500	Closed	-$18.3K	–	347
2025 Q4	$18.3K	Hold	500	–	–	﹤0.01%	456
2025 Q3	$17.5K	Buy	+500	New	+$17K	﹤0.01%	470
2025 Q1	–	Sell	-13,142	Closed	-$430K	–	853
2024 Q4	$430K	Buy	13,142 +3,458	+36%	+$130K	0.07%	150
2024 Q3	$379K	Buy	9,684 +83	+0.9%	+$3.65K	0.06%	153
2024 Q2	$455K	Buy	9,601 +220	+2%	+$10.9K	0.08%	144
2024 Q1	$471K	Buy	+9,381	New	+$416K	0.08%	143
2023 Q2	–	Sell	-116	Closed	-$5.87K	–	1044
2023 Q1	$5.87K	Sell	116 -5	-4%	-$285	﹤0.01%	652
2022 Q4	$7.44K	Buy	+121	New	+$8.25K	﹤0.01%	684
2021 Q2	–	Sell	-109	Closed	-$2K	–	1062
2021 Q1	$2K	Buy	+109	New	+$2.24K	﹤0.01%	819

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

Concord Wealth Partners's DVN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Devon Energy (DVN) in Q2 2026: 27,786 shares worth $1.15M. The stake represents 0.13% of the portfolio and ranks #122 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DVN as recently as Q4 2025.

Concord Wealth Partners first reported a position in DVN in Q1 2021 and has held it in 10 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Concord Wealth Partners held 27,786 shares of Devon Energy worth $1.15M as of Q2 2026.
Devon Energy was a new Concord Wealth Partners position in Q2 2026.
Devon Energy made up 0.13% of Concord Wealth Partners's portfolio in Q2 2026, its #122 holding.
Concord Wealth Partners first reported a position in Devon Energy in Q1 2021 and has held it in 10 quarters since.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.