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FSM Wealth Advisors’s Devon Energy DVN Stock Holding History

FSM 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 		$239K Buy
+5,781
New +$268K 0.03% 305

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 $3.38T AUM 44.17% 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

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

FSM Wealth Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 5,781 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #305 among its holdings.

1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • FSM Wealth Advisors held 5,781 shares of Devon Energy worth $239K as of Q2 2026.
  • Devon Energy was a new FSM Wealth Advisors position in Q2 2026.
  • Devon Energy made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.