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HHM Wealth Advisors’s Devon Energy DVN Stock Holding History

HHM 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
Q2 		– Sell
-40
Closed -$1.5K – 881
2025
Q1 		$1.5K Sell
40
-450
-92% -$16K ﹤0.01% 788
2024
Q4 		$16K Buy
490
+451
+1,156% +$17K ﹤0.01% 529
2024
Q3 		$1.54K Hold
39
– – ﹤0.01% 717
2024
Q2 		$1.86K Hold
39
– – ﹤0.01% 709
2024
Q1 		$1.96K Buy
39
+1
+3% +$44 ﹤0.01% 688
2023
Q4 		$1.72K Hold
38
– – ﹤0.01% 687
2023
Q3 		$1.79K Buy
38
+1
+3% +$50 ﹤0.01% 722
2023
Q2 		$1.79K Buy
37
+1
+3% +$50 ﹤0.01% 733
2023
Q1 		$1.84K Hold
36
– – ﹤0.01% 729
2022
Q4 		$2.19K Buy
36
+1
+3% +$68 ﹤0.01% 599
2022
Q3 		$2K Buy
35
+1
+3% +$62 ﹤0.01% 597
2022
Q2 		$2K Buy
+34
New +$2.22K ﹤0.01% 736

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HHM Wealth Advisors's DVN Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Devon Energy (DVN) in Q2 2025, closing a stake of 40 shares — an estimated $1.5K sold.

HHM Wealth Advisors first reported a position in DVN in Q2 2022 and held it in 12 quarters. The position peaked at $16K in Q4 2024. 1,106 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Devon Energy position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 40 Devon Energy shares in Q2 2025, an estimated $1.5K.
  • HHM Wealth Advisors first reported a position in Devon Energy in Q2 2022 and held it in 12 quarters.
  • HHM Wealth Advisors's Devon Energy position peaked at $16K in Q4 2024.
  • 1,106 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.