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Evolve Private Wealth’s Devon Energy DVN Stock Holding History

Evolve Private Wealth’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 		$731K Sell
17,699
-5,074
-22% -$235K 0.04% 378
2026
Q1 		$1.15M Sell
22,773
-2,425
-10% -$104K 0.06% 299
2025
Q4 		$923K Buy
+25,198
New +$880K 0.05% 319

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

Evolve Private Wealth's DVN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Devon Energy (DVN) stake by 22% in Q2 2026, selling an estimated $235K and leaving 17,699 shares worth $731K. The position accounts for 0.04% of the portfolio, ranked #378.

Evolve Private Wealth first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2026. 1,460 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Evolve Private Wealth held 17,699 shares of Devon Energy worth $731K as of Q2 2026.
  • Evolve Private Wealth sold 5,074 Devon Energy shares in Q2 2026, an estimated $235K.
  • Devon Energy made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #378 holding.
  • Evolve Private Wealth first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Devon Energy position peaked at $1.15M in Q1 2026.
  • 1,460 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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