EWA
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EverSource Wealth Advisors’s Devon Energy DVN Stock Holding History

EverSource 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 		$745K Sell
18,029
-9,905
-35% -$459K 0.03% 427
2026
Q1 		$1.41M Buy
27,934
+3,084
+12% +$132K 0.04% 297
2025
Q4 		$910K Sell
24,850
-3,016
-11% -$105K 0.03% 367
2025
Q3 		$977K Buy
27,866
+827
+3% +$28.2K 0.04% 316
2025
Q2 		$860K Buy
27,039
+8,552
+46% +$272K 0.04% 312
2025
Q1 		$691K Buy
18,487
+533
+3% +$18.9K 0.04% 317
2024
Q4 		$588K Buy
17,954
+721
+4% +$27.2K 0.03% 339
2024
Q3 		$674K Buy
17,233
+2,866
+20% +$126K 0.04% 281
2024
Q2 		$676K Buy
14,367
+2,978
+26% +$148K 0.04% 272
2024
Q1 		$583K Buy
11,389
+785
+7% +$34.8K 0.05% 246
2023
Q4 		$480K Sell
10,604
-2,248
-17% -$103K 0.04% 250
2023
Q3 		$613K Sell
12,852
-609
-5% -$30.7K 0.07% 205
2023
Q2 		$651K Sell
13,461
-7,770
-37% -$391K 0.07% 200
2023
Q1 		$1.07M Buy
21,231
+5,878
+38% +$335K 0.13% 133
2022
Q4 		$944K Buy
15,353
+2,030
+15% +$138K 0.14% 122
2022
Q3 		$801K Buy
13,323
+12,549
+1,621% +$780K 0.18% 104
2022
Q2 		$43K Sell
774
-130
-14% -$8.49K 0.01% 656
2022
Q1 		$54K Buy
904
+433
+92% +$23.4K 0.01% 454
2021
Q4 		$21K Buy
+471
New +$19.6K 0.01% 659

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

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

EverSource Wealth Advisors reduced its Devon Energy (DVN) stake by 35% in Q2 2026, selling an estimated $459K and leaving 18,029 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #427.

EverSource Wealth Advisors first reported a position in DVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • EverSource Wealth Advisors held 18,029 shares of Devon Energy worth $745K as of Q2 2026.
  • EverSource Wealth Advisors sold 9,905 Devon Energy shares in Q2 2026, an estimated $459K.
  • Devon Energy made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #427 holding.
  • EverSource Wealth Advisors first reported a position in Devon Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Devon Energy position peaked at $1.41M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.