Global Wealth Management Investment Advisory’s Devon Energy DVN Stock Holding History

Global Wealth Management Investment Advisory’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	$5.29M	Buy	+127,971	New	+$5.93M	0.75%	48
2022 Q3	–	Sell	-30	Closed	-$2K	–	236
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	409
2022 Q1	$2K	Buy	+30	New	+$1.62K	﹤0.01%	412
2019 Q4	–	Sell	-19	Closed	–	–	636
2019 Q3	$0	Sell	19 -108	-85%	-$2.7K	﹤0.01%	654
2019 Q2	$4K	Buy	127 +108	+568%	+$3.21K	﹤0.01%	459
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	610
2018 Q4	$0	Buy	+19	New	+$584	﹤0.01%	705

Other funds holding DVN

ECU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Global Wealth Management Investment Advisory's DVN Position: Q2 2026 in Review

Global Wealth Management Investment Advisory opened a new position in Devon Energy (DVN) in Q2 2026: 127,971 shares worth $5.29M. The stake represents 0.75% of the portfolio and ranks #48 among its holdings. This is a return to the name: Global Wealth Management Investment Advisory previously reported a position in DVN as recently as Q2 2022.

Global Wealth Management Investment Advisory first reported a position in DVN in Q4 2018 and has held it in 7 quarters since. 605 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Global Wealth Management Investment Advisory held 127,971 shares of Devon Energy worth $5.29M as of Q2 2026.
Devon Energy was a new Global Wealth Management Investment Advisory position in Q2 2026.
Devon Energy made up 0.75% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #48 holding.
Global Wealth Management Investment Advisory first reported a position in Devon Energy in Q4 2018 and has held it in 7 quarters since.
605 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.