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Elevation Wealth Partners’s Devon Energy DVN Stock Holding History

Elevation 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
Q3 		$8.38K Buy
182
+19
+12% +$872 ﹤0.01% 954
2026
Q2 		$6.74K Buy
163
+65
+66% +$3.01K ﹤0.01% 938
2026
Q1 		$4.93K Hold
98
– – ﹤0.01% 715
2025
Q4 		$3.59K Buy
98
+50
+104% +$1.75K ﹤0.01% 692
2025
Q3 		$1.68K Buy
+48
New +$1.63K ﹤0.01% 678

Other funds holding DVN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Elevation Wealth Partners's DVN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Devon Energy (DVN) stake by 12% in Q3 2026, buying an estimated $872 and bringing the position to 182 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Elevation Wealth Partners first reported a position in DVN in Q3 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Elevation Wealth Partners held 182 shares of Devon Energy worth $8.38K as of Q3 2026.
  • Elevation Wealth Partners bought 19 Devon Energy shares in Q3 2026, an estimated $872.
  • Devon Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #954 holding.
  • Elevation Wealth Partners first reported a position in Devon Energy in Q3 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.