CW
DVN icon

CrossGen Wealth’s Devon Energy DVN Stock Holding History

CrossGen Wealth’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 		$21.2K Hold
513
– – 0.02% 128
2026
Q1 		$25.8K Hold
513
– – 0.02% 118
2025
Q4 		$18.8K Buy
+513
New +$17.9K 0.02% 127

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 $3.38T AUM 44.17% 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

CrossGen Wealth's DVN Position: Q2 2026 in Review

CrossGen Wealth held its Devon Energy (DVN) position steady in Q2 2026 at 513 shares worth $21.2K. The position accounts for 0.02% of the portfolio, ranked #128.

CrossGen Wealth first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.8K in Q1 2026. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • CrossGen Wealth held 513 shares of Devon Energy worth $21.2K as of Q2 2026.
  • CrossGen Wealth left its Devon Energy share count unchanged in Q2 2026.
  • Devon Energy made up 0.02% of CrossGen Wealth's portfolio in Q2 2026, its #128 holding.
  • CrossGen Wealth first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Devon Energy position peaked at $25.8K in Q1 2026.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.