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Cyndeo Wealth Partners’s Devon Energy DVN Stock Holding History

Cyndeo Wealth Partners’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
Q1 		– Sell
-225,812
Closed -$8.27M – 487
2025
Q4 		$8.27M Buy
225,812
+11,305
+5% +$395K 0.45% 65
2025
Q3 		$7.52M Sell
214,507
-244
-0.1% -$8.31K 0.42% 67
2025
Q2 		$6.83M Buy
+214,751
New +$6.84M 0.41% 75

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM

Cyndeo Wealth Partners's DVN Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 225,812 shares — an estimated $8.27M sold.

Cyndeo Wealth Partners first reported a position in DVN in Q2 2025 and held it in 3 quarters. The position peaked at $8.27M in Q4 2025. 1,257 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 225,812 Devon Energy shares in Q1 2026, an estimated $8.27M.
  • Cyndeo Wealth Partners first reported a position in Devon Energy in Q2 2025 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Devon Energy position peaked at $8.27M in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.