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EP Wealth Advisors’s Devon Energy DVN Stock Holding History

EP 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 		$1.98M Buy
47,836
+22,891
+92% +$1.06M 0.01% 575
2026
Q1 		$1.26M Sell
24,945
-2,878
-10% -$123K 0.01% 574
2025
Q4 		$1.02M Buy
+27,823
New +$971K 0.01% 616
2025
Q2 		$823K Sell
25,858
-7,023
-21% -$224K 0.01% 620
2025
Q1 		$1.23M Buy
32,881
+9,921
+43% +$352K 0.01% 460
2024
Q4 		$751K Buy
22,960
+824
+4% +$31K 0.01% 578
2024
Q3 		$866K Buy
22,136
+13,150
+146% +$579K 0.01% 527
2024
Q2 		$426K Sell
8,986
-407
-4% -$20.2K ﹤0.01% 570
2024
Q1 		$471K Buy
9,393
+1,188
+14% +$52.7K 0.01% 521
2023
Q4 		$372K Buy
8,205
+527
+7% +$24.1K ﹤0.01% 565
2023
Q3 		$366K Sell
7,678
-3,777
-33% -$190K 0.01% 518
2023
Q2 		$359K Buy
11,455
+2,068
+22% +$104K 0.01% 528
2023
Q1 		$906K Sell
9,387
-58,115
-86% -$3.31M 0.02% 318
2022
Q4 		$4.15M Buy
67,502
+3,285
+5% +$224K 0.07% 146
2022
Q3 		$3.86M Buy
64,217
+52,963
+471% +$3.29M 0.09% 130
2022
Q2 		$620K Buy
11,254
+5,801
+106% +$379K 0.01% 330
2022
Q1 		$322K Buy
+5,453
New +$295K 0.01% 476
2018
Q2 		– Sell
-242,185
Closed -$7.7M – 195
2018
Q1 		$7.7M Buy
242,185
+11,187
+5% +$411K 0.74% 39
2017
Q4 		$9.56M Buy
230,998
+9,566
+4% +$362K 1.01% 34
2017
Q3 		$8.13M Buy
221,432
+26,233
+13% +$850K 0.94% 36
2017
Q2 		$6.24M Buy
195,199
+27,741
+17% +$1.01M 0.77% 38
2017
Q1 		$6.99M Buy
167,458
+12,743
+8% +$560K 0.96% 36
2016
Q4 		$6.3M Sell
154,715
-953
-0.6% -$42.1K 0.92% 33
2016
Q3 		$6.87M Sell
155,668
-613
-0.4% -$24.9K 1.07% 28
2016
Q2 		$5.67M Buy
+156,281
New +$5.3M 0.9% 37

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

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

EP Wealth Advisors increased its Devon Energy (DVN) stake by 92% in Q2 2026, buying an estimated $1.06M and bringing the position to 47,836 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #575.

EP Wealth Advisors first reported a position in DVN in Q2 2016 and has held it in 25 quarters since. The position peaked at $9.56M in Q4 2017. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • EP Wealth Advisors held 47,836 shares of Devon Energy worth $1.98M as of Q2 2026.
  • EP Wealth Advisors bought 22,891 Devon Energy shares in Q2 2026, an estimated $1.06M.
  • Devon Energy made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • EP Wealth Advisors first reported a position in Devon Energy in Q2 2016 and has held it in 25 quarters since.
  • EP Wealth Advisors's Devon Energy position peaked at $9.56M in Q4 2017.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.