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Daymark Wealth Partners’s Devon Energy DVN Stock Holding History

Daymark 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
Q2 		$1.03M Buy
24,970
+16,979
+212% +$787K 0.03% 332
2026
Q1 		$402K Buy
7,991
+693
+9% +$29.7K 0.01% 489
2025
Q4 		$267K Sell
7,298
-945
-11% -$33K 0.01% 513
2025
Q3 		$289K Sell
8,243
-3,871
-32% -$132K 0.01% 486
2025
Q2 		$385K Sell
12,114
-4,038
-25% -$129K 0.01% 406
2025
Q1 		$604K Sell
16,152
-4,589
-22% -$163K 0.03% 306
2024
Q4 		$679K Sell
20,741
-226,213
-92% -$8.52M 0.03% 286
2024
Q3 		$9.66M Buy
246,954
+25,467
+11% +$1.12M 0.41% 57
2024
Q2 		$10.5M Buy
221,487
+77,780
+54% +$3.87M 0.48% 44
2024
Q1 		$7.21M Buy
143,707
+2,626
+2% +$117K 0.39% 60
2023
Q4 		$6.39M Sell
141,081
-5,718
-4% -$262K 0.39% 57
2023
Q3 		$7M Buy
146,799
+18,247
+14% +$919K 0.48% 50
2023
Q2 		$6.21M Buy
128,552
+4,358
+4% +$219K 0.46% 51
2023
Q1 		$6.29M Buy
124,194
+27,306
+28% +$1.55M 0.83% 26
2022
Q4 		$5.96M Buy
+96,888
New +$6.6M 1.05% 24

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

Daymark Wealth Partners's DVN Position: Q2 2026 in Review

Daymark Wealth Partners increased its Devon Energy (DVN) stake by 212% in Q2 2026, buying an estimated $787K and bringing the position to 24,970 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #332.

Daymark Wealth Partners first reported a position in DVN in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q2 2024. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Daymark Wealth Partners held 24,970 shares of Devon Energy worth $1.03M as of Q2 2026.
  • Daymark Wealth Partners bought 16,979 Devon Energy shares in Q2 2026, an estimated $787K.
  • Devon Energy made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #332 holding.
  • Daymark Wealth Partners first reported a position in Devon Energy in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Devon Energy position peaked at $10.5M in Q2 2024.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.