PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Devon Energy DVN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$44.2K	Buy	1,070 +556	+108%	+$25.8K	0.01%	336
2026 Q1	$25.9K	Sell	514 -1,512	-75%	-$64.8K	0.01%	355
2025 Q4	$74.2K	Buy	+2,026	New	+$70.7K	0.02%	261
2024 Q4	–	Sell	-1,528	Closed	-$59.8K	–	484
2024 Q3	$59.8K	Buy	+1,528	New	+$67.3K	0.03%	208
2024 Q2	–	Sell	-652	Closed	-$32.8K	–	367
2024 Q1	$32.8K	Buy	652 +49	+8%	+$2.17K	0.02%	224
2023 Q4	$27.4K	Sell	603 -15	-2%	-$687	0.02%	218
2023 Q3	$29.5K	Sell	618 -63	-9%	-$3.17K	0.02%	186
2023 Q2	$33K	Buy	681 +227	+50%	+$11.4K	0.02%	181
2023 Q1	$23K	Buy	+454	New	+$25.8K	0.02%	196

Other funds holding DVN

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DVN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Devon Energy (DVN) stake by 108% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,070 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #336.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DVN in Q1 2023 and has held it in 9 quarters since. The position peaked at $74.2K in Q4 2025. 838 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,070 shares of Devon Energy worth $44.2K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 556 Devon Energy shares in Q2 2026, an estimated $25.8K.
Devon Energy made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #336 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Devon Energy in Q1 2023 and has held it in 9 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Devon Energy position peaked at $74.2K in Q4 2025.
838 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.