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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
Q3 		$1.36M Sell
29,629
-2,108
-7% -$96.8K 0.06% 280
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
Q1 		– Sell
-12,108
Closed -$522K – 391
2017
Q4 		$522K Buy
+12,108
New +$458K 0.1% 206

Other funds holding DVN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Cornerstone Wealth Management's DVN Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Devon Energy (DVN) stake by 6.6% in Q3 2026, selling an estimated $96.8K and leaving 29,629 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #280.

Cornerstone Wealth Management first reported a position in DVN in Q4 2017 and has held it in 20 quarters since. 941 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Cornerstone Wealth Management held 29,629 shares of Devon Energy worth $1.36M as of Q3 2026.
  • Cornerstone Wealth Management sold 2,108 Devon Energy shares in Q3 2026, an estimated $96.8K.
  • Devon Energy made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #280 holding.
  • Cornerstone Wealth Management first reported a position in Devon Energy in Q4 2017 and has held it in 20 quarters since.
  • 941 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.