EWM
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Evolution Wealth Management’s Devon Energy DVN Stock Holding History

Evolution Wealth Management’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 		$13.8K Buy
334
+3
+0.9% +$139 0.01% 534
2026
Q1 		$16.7K Hold
331
– – 0.01% 443
2025
Q4 		$12.1K Hold
331
– – 0.01% 419
2025
Q3 		$11.6K Hold
331
– – 0.01% 356
2025
Q2 		$10.5K Buy
+331
New +$10.5K 0.01% 353

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

Evolution Wealth Management's DVN Position: Q2 2026 in Review

Evolution Wealth Management increased its Devon Energy (DVN) stake by 0.91% in Q2 2026, buying an estimated $139 and bringing the position to 334 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #534.

Evolution Wealth Management first reported a position in DVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q1 2026. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Evolution Wealth Management held 334 shares of Devon Energy worth $13.8K as of Q2 2026.
  • Evolution Wealth Management bought 3 Devon Energy shares in Q2 2026, an estimated $139.
  • Devon Energy made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Evolution Wealth Management first reported a position in Devon Energy in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Devon Energy position peaked at $16.7K in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.