Evergreen Wealth Solutions’s Devon Energy DVN Stock Holding History

Evergreen Wealth Solutions’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	–	Sell	-4,319	Closed	-$217K	–	518
2026 Q1	$217K	Buy	+4,319	New	+$185K	0.02%	382

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Wealth Solutions's DVN Position: Q2 2026 in Review

Evergreen Wealth Solutions sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 4,319 shares — an estimated $217K sold.

Evergreen Wealth Solutions first reported a position in DVN in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Evergreen Wealth Solutions reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
Evergreen Wealth Solutions sold 4,319 Devon Energy shares in Q2 2026, an estimated $217K.
Evergreen Wealth Solutions first reported a position in Devon Energy in Q1 2026 and held it in 1 quarter.
Evergreen Wealth Solutions's Devon Energy position peaked at $217K in Q1 2026.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.