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Heritage Wealth Advisors’s Devon Energy DVN Stock Holding History

Heritage 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
Q1 		– Sell
-200
Closed -$7.33K – 685
2025
Q4 		$7.33K Hold
200
– – ﹤0.01% 473
2025
Q3 		$7.01K Sell
200
-200
-50% -$6.81K ﹤0.01% 452
2025
Q2 		$12.7K Hold
400
– – ﹤0.01% 409
2025
Q1 		$15K Hold
400
– – ﹤0.01% 397
2024
Q4 		$13.1K Hold
400
– – ﹤0.01% 422
2024
Q3 		$15.6K Hold
400
– – ﹤0.01% 416
2024
Q2 		$19K Buy
400
+200
+100% +$9.95K ﹤0.01% 380
2024
Q1 		$10K Hold
200
– – ﹤0.01% 441
2023
Q4 		$9.06K Hold
200
– – ﹤0.01% 455
2023
Q3 		$9.54K Hold
200
– – ﹤0.01% 413
2023
Q2 		$9.67K Hold
200
– – ﹤0.01% 436
2023
Q1 		$10.1K Hold
200
– – ﹤0.01% 443
2022
Q4 		$12.3K Hold
200
– – ﹤0.01% 441
2022
Q3 		$12K Buy
+200
New +$12.4K ﹤0.01% 412

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM

Heritage Wealth Advisors's DVN Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 200 shares — an estimated $7.33K sold.

Heritage Wealth Advisors first reported a position in DVN in Q3 2022 and held it in 14 quarters. The position peaked at $19K in Q2 2024. 1,254 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 200 Devon Energy shares in Q1 2026, an estimated $7.33K.
  • Heritage Wealth Advisors first reported a position in Devon Energy in Q3 2022 and held it in 14 quarters.
  • Heritage Wealth Advisors's Devon Energy position peaked at $19K in Q2 2024.
  • 1,254 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.