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Holos Integrated Wealth’s Devon Energy DVN Stock Holding History

Holos Integrated Wealth’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 		$8.48K Hold
200
– – ﹤0.01% 274
2026
Q1 		$9.99K Hold
200
– – 0.01% 260
2025
Q4 		$7.57K Hold
200
– – ﹤0.01% 216
2025
Q3 		$6.5K Hold
200
– – ﹤0.01% 214
2025
Q2 		$6.66K Hold
200
– – ﹤0.01% 209
2025
Q1 		$7.48K Hold
200
– – ﹤0.01% 206
2024
Q4 		$6.55K Buy
+200
New +$7.53K ﹤0.01% 216

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

Holos Integrated Wealth's DVN Position: Q2 2026 in Review

Holos Integrated Wealth held its Devon Energy (DVN) position steady in Q2 2026 at 200 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Holos Integrated Wealth first reported a position in DVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.99K in Q1 2026. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Holos Integrated Wealth held 200 shares of Devon Energy worth $8.48K as of Q2 2026.
  • Holos Integrated Wealth left its Devon Energy share count unchanged in Q2 2026.
  • Devon Energy made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #274 holding.
  • Holos Integrated Wealth first reported a position in Devon Energy in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Devon Energy position peaked at $9.99K in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.