Holos Integrated Wealth
DVN icon

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
Q3 		$10.2K Hold
200
– – ﹤0.01% 271
2026
Q2 		$8.48K Hold
200
– – ﹤0.01% 274
2026
Q1 		$10K 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

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Holos Integrated Wealth's DVN Position: Q3 2026 in Review

Holos Integrated Wealth held its Devon Energy (DVN) position steady in Q3 2026 at 200 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Holos Integrated Wealth first reported a position in DVN in Q4 2024 and has held it in 8 quarters since. 374 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Holos Integrated Wealth held 200 shares of Devon Energy worth $10.2K as of Q3 2026.
  • Holos Integrated Wealth left its Devon Energy share count unchanged in Q3 2026.
  • Devon Energy made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #271 holding.
  • Holos Integrated Wealth first reported a position in Devon Energy in Q4 2024 and has held it in 8 quarters since.
  • 374 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.