FDW
DVN icon

Fourth Dimension Wealth’s Devon Energy DVN Stock Holding History

Fourth Dimension 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 		$1.07K Hold
26
– – ﹤0.01% 630
2026
Q1 		$1.31K Sell
26
-50
-66% -$2.14K ﹤0.01% 541
2025
Q4 		$2.78K Sell
76
-232
-75% -$8.1K ﹤0.01% 525
2025
Q3 		$10.8K Buy
308
+200
+185% +$6.81K ﹤0.01% 409
2025
Q2 		$3.44K Hold
108
– – ﹤0.01% 511
2025
Q1 		$4.04K Sell
108
-102
-49% -$3.62K ﹤0.01% 511
2024
Q4 		$6.87K Buy
+210
New +$7.91K ﹤0.01% 470

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

Fourth Dimension Wealth's DVN Position: Q2 2026 in Review

Fourth Dimension Wealth held its Devon Energy (DVN) position steady in Q2 2026 at 26 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Fourth Dimension Wealth first reported a position in DVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.8K in Q3 2025. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Fourth Dimension Wealth held 26 shares of Devon Energy worth $1.07K as of Q2 2026.
  • Fourth Dimension Wealth left its Devon Energy share count unchanged in Q2 2026.
  • Devon Energy made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #630 holding.
  • Fourth Dimension Wealth first reported a position in Devon Energy in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Devon Energy position peaked at $10.8K in Q3 2025.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.