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HB Wealth Management’s Devon Energy DVN Stock Holding History

HB 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 		$2.1M Buy
50,855
+20,958
+70% +$971K 0.01% 460
2026
Q1 		$1.5M Buy
29,897
+2,634
+10% +$113K 0.01% 515
2025
Q4 		$999K Sell
27,263
-830
-3% -$29K 0.01% 625
2025
Q3 		$985K Buy
28,093
+9,356
+50% +$318K 0.01% 611
2025
Q2 		$596K Sell
18,737
-2,816
-13% -$89.7K ﹤0.01% 681
2025
Q1 		$806K Buy
21,553
+5,510
+34% +$196K 0.01% 603
2024
Q4 		$525K Buy
16,043
+594
+4% +$22.4K 0.01% 609
2024
Q3 		$604K Sell
15,449
-4,443
-22% -$196K 0.01% 524
2024
Q2 		$943K Buy
19,892
+418
+2% +$20.8K 0.01% 378
2024
Q1 		$977K Buy
19,474
+5,113
+36% +$227K 0.01% 358
2023
Q4 		$651K Sell
14,361
-3,058
-18% -$140K 0.01% 394
2023
Q3 		$831K Buy
17,419
+4,248
+32% +$214K 0.01% 328
2023
Q2 		$637K Sell
13,171
-2,054
-13% -$103K 0.01% 369
2023
Q1 		$771K Sell
15,225
-11,446
-43% -$651K 0.01% 330
2022
Q4 		$1.64M Buy
26,671
+4,461
+20% +$304K 0.03% 224
2022
Q3 		$1.33M Buy
22,210
+708
+3% +$44K 0.03% 220
2022
Q2 		$1.19M Buy
21,502
+4,053
+23% +$265K 0.02% 233
2022
Q1 		$1.03M Buy
17,449
+2,253
+15% +$122K 0.02% 267
2021
Q4 		$669K Buy
+15,196
New +$632K 0.01% 276

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

HB Wealth Management's DVN Position: Q2 2026 in Review

HB Wealth Management increased its Devon Energy (DVN) stake by 70% in Q2 2026, buying an estimated $971K and bringing the position to 50,855 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #460.

HB Wealth Management first reported a position in DVN in Q4 2021 and has held it in 19 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • HB Wealth Management held 50,855 shares of Devon Energy worth $2.1M as of Q2 2026.
  • HB Wealth Management bought 20,958 Devon Energy shares in Q2 2026, an estimated $971K.
  • Devon Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #460 holding.
  • HB Wealth Management first reported a position in Devon Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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