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Heartwood Wealth Advisors’s Devon Energy DVN Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-29
Closed -$1.02K – 318
2025
Q3 		$1.02K Buy
+29
New +$987 ﹤0.01% 548

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Heartwood Wealth Advisors's DVN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Devon Energy (DVN) in Q4 2025, closing a stake of 29 shares — an estimated $1.02K sold.

Heartwood Wealth Advisors first reported a position in DVN in Q3 2025 and held it in 1 quarter. The position peaked at $1.02K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold DVN as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Devon Energy position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 29 Devon Energy shares in Q4 2025, an estimated $1.02K.
  • Heartwood Wealth Advisors first reported a position in Devon Energy in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Devon Energy position peaked at $1.02K in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held Devon Energy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.