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Crux Wealth Advisors’s Devon Energy DVN Stock Holding History

Crux Wealth Advisors’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 		$210K Buy
5,073
+138
+3% +$6.4K 0.07% 187
2026
Q1 		$248K Buy
+4,935
New +$212K 0.1% 157
2025
Q2 		– Sell
-13,774
Closed -$515K – 172
2025
Q1 		$515K Sell
13,774
-4,073
-23% -$145K 0.27% 104
2024
Q4 		$584K Buy
+17,847
New +$672K 0.33% 83

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 $3.37T AUM 44.26% 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

Crux Wealth Advisors's DVN Position: Q2 2026 in Review

Crux Wealth Advisors increased its Devon Energy (DVN) stake by 2.8% in Q2 2026, buying an estimated $6.4K and bringing the position to 5,073 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #187.

Crux Wealth Advisors first reported a position in DVN in Q4 2024 and has held it in 4 quarters since. The position peaked at $584K in Q4 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Crux Wealth Advisors held 5,073 shares of Devon Energy worth $210K as of Q2 2026.
  • Crux Wealth Advisors bought 138 Devon Energy shares in Q2 2026, an estimated $6.4K.
  • Devon Energy made up 0.07% of Crux Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • Crux Wealth Advisors first reported a position in Devon Energy in Q4 2024 and has held it in 4 quarters since.
  • Crux Wealth Advisors's Devon Energy position peaked at $584K in Q4 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.