CWM
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Cornerstone Wealth Management’s Devon Energy DVN Stock Holding History

Cornerstone 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
2026
Q2 		$1.31M Buy
31,737
+10,234
+48% +$474K 0.06% 291
2026
Q1 		$1.08M Sell
21,503
-695
-3% -$29.8K 0.05% 302
2025
Q4 		$813K Sell
22,198
-2,401
-10% -$83.8K 0.04% 327
2025
Q3 		$862K Buy
24,599
+120
+0.5% +$4.08K 0.05% 308
2025
Q2 		$779K Buy
24,479
+1,953
+9% +$62.2K 0.05% 314
2025
Q1 		$842K Buy
22,526
+1,284
+6% +$45.6K 0.06% 276
2024
Q4 		$695K Buy
21,242
+326
+2% +$12.3K 0.05% 301
2024
Q3 		$818K Buy
20,916
+2,524
+14% +$111K 0.06% 253
2024
Q2 		$872K Buy
18,392
+713
+4% +$35.5K 0.07% 227
2024
Q1 		$887K Buy
17,679
+562
+3% +$24.9K 0.07% 223
2023
Q4 		$775K Buy
17,117
+5,577
+48% +$255K 0.07% 238
2023
Q3 		$550K Buy
11,540
+218
+2% +$11K 0.05% 277
2023
Q2 		$547K Sell
11,322
-1,478
-12% -$74.3K 0.05% 286
2023
Q1 		$648K Buy
+12,800
New +$729K 0.06% 237
2022
Q3 		$711K Buy
11,831
+1,759
+17% +$109K 0.08% 202
2022
Q2 		$555K Sell
10,072
-992
-9% -$64.8K 0.06% 238
2022
Q1 		$654K Buy
11,064
+1,485
+16% +$80.4K 0.06% 233
2021
Q4 		$424K Buy
+9,579
New +$398K 0.04% 316
2018
Q4 		– Sell
-16,833
Closed -$469K – 534
2018
Q3 		$469K Sell
16,833
-39,233
-70% -$1.67M 0.01% 941
2018
Q2 		$1.29M Buy
+56,066
New +$2.17M 0.01% 679
2018
Q1 		– Sell
-12,108
Closed -$522K – 391
2017
Q4 		$522K Buy
+12,108
New +$458K 0.1% 206

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cornerstone Wealth Management's DVN Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Devon Energy (DVN) stake by 48% in Q2 2026, buying an estimated $474K and bringing the position to 31,737 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #291.

Cornerstone Wealth Management first reported a position in DVN in Q4 2017 and has held it in 21 quarters since. 402 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Cornerstone Wealth Management held 31,737 shares of Devon Energy worth $1.31M as of Q2 2026.
  • Cornerstone Wealth Management bought 10,234 Devon Energy shares in Q2 2026, an estimated $474K.
  • Devon Energy made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Cornerstone Wealth Management first reported a position in Devon Energy in Q4 2017 and has held it in 21 quarters since.
  • 402 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.