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Congress Wealth Management’s Devon Energy DVN Stock Holding History

Congress 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
2025
Q2 		$3.67M Buy
115,435
+58,216
+102% +$1.85M 0.04% 443
2025
Q1 		$2.14M Buy
57,219
+8,176
+17% +$290K 0.03% 480
2024
Q4 		$1.61M Sell
49,043
-41,909
-46% -$1.58M 0.02% 442
2024
Q3 		$3.56M Buy
90,952
+31,070
+52% +$1.37M 0.05% 340
2024
Q2 		$2.84M Buy
+59,882
New +$2.98M 0.05% 308

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's DVN Position: Q2 2025 in Review

Congress Wealth Management increased its Devon Energy (DVN) stake by 102% in Q2 2025, buying an estimated $1.85M and bringing the position to 115,435 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #443.

Congress Wealth Management first reported a position in DVN in Q2 2024 and has held it in 5 quarters since. 1,106 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • Congress Wealth Management held 115,435 shares of Devon Energy worth $3.67M as of Q2 2025.
  • Congress Wealth Management bought 58,216 Devon Energy shares in Q2 2025, an estimated $1.85M.
  • Devon Energy made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #443 holding.
  • Congress Wealth Management first reported a position in Devon Energy in Q2 2024 and has held it in 5 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.