Golden State Wealth Management’s Devon Energy DVN Stock Holding History

Golden State Wealth Management’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	$26.9K	Buy	650 +150	+30%	+$6.95K	﹤0.01%	885
2026 Q1	$25.2K	Hold	500	–	–	﹤0.01%	863
2025 Q4	$18.3K	Buy	500 +1	+0.2%	+$35	﹤0.01%	942
2025 Q3	$17.5K	Buy	499 +10	+2%	+$340	﹤0.01%	946
2025 Q2	$15.6K	Buy	489 +50	+11%	+$1.59K	﹤0.01%	949
2025 Q1	$16.4K	Buy	439 +61	+16%	+$2.17K	﹤0.01%	851
2024 Q4	$12.4K	Buy	+378	New	+$14.2K	﹤0.01%	905
2020 Q2	–	Sell	-31	Closed	–	–	361
2020 Q1	$0	Buy	+31	New	+$560	﹤0.01%	974
2019 Q4	–	Sell	-31	Closed	-$1K	–	264
2019 Q3	$1K	Hold	31	–	–	﹤0.01%	1017
2019 Q2	$0	Hold	31	–	–	﹤0.01%	1083
2019 Q1	$1K	Buy	+31	New	+$866	﹤0.01%	1057

Other funds holding DVN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's DVN Position: Q2 2026 in Review

Golden State Wealth Management increased its Devon Energy (DVN) stake by 30% in Q2 2026, buying an estimated $6.95K and bringing the position to 650 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Golden State Wealth Management first reported a position in DVN in Q1 2019 and has held it in 11 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Golden State Wealth Management held 650 shares of Devon Energy worth $26.9K as of Q2 2026.
Golden State Wealth Management bought 150 Devon Energy shares in Q2 2026, an estimated $6.95K.
Devon Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #885 holding.
Golden State Wealth Management first reported a position in Devon Energy in Q1 2019 and has held it in 11 quarters since.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.