IWM
DVN icon

IHT Wealth Management’s Devon Energy DVN Stock Holding History

IHT Wealth Management’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 		$252K Sell
6,102
-1,634
-21% -$75.7K 0.01% 1083
2026
Q1 		$389K Sell
7,736
-12,778
-62% -$548K 0.01% 921
2025
Q4 		$751K Sell
20,514
-1,869
-8% -$65.2K 0.02% 620
2025
Q3 		$785K Sell
22,383
-2,521
-10% -$85.8K 0.02% 604
2025
Q2 		$792K Buy
24,904
+399
+2% +$12.7K 0.02% 566
2025
Q1 		$916K Sell
24,505
-5,248
-18% -$186K 0.03% 495
2024
Q4 		$974K Sell
29,753
-3,034
-9% -$114K 0.03% 461
2024
Q3 		$1.28M Sell
32,787
-1,786
-5% -$78.6K 0.04% 432
2024
Q2 		$1.64M Sell
34,573
-2,266
-6% -$113K 0.06% 300
2024
Q1 		$1.85M Buy
36,839
+4,509
+14% +$200K 0.07% 264
2023
Q4 		$1.46M Buy
32,330
+1,246
+4% +$57K 0.07% 292
2023
Q3 		$1.48M Sell
31,084
-2,980
-9% -$150K 0.08% 255
2023
Q2 		$1.65M Buy
34,064
+2,110
+7% +$106K 0.09% 225
2023
Q1 		$1.62M Sell
31,954
-1,568
-5% -$89.3K 0.09% 219
2022
Q4 		$2.06M Buy
33,522
+5,143
+18% +$351K 0.13% 169
2022
Q3 		$1.71M Buy
28,379
+4,654
+20% +$289K 0.13% 184
2022
Q2 		$1.31M Sell
23,725
-906
-4% -$59.2K 0.12% 185
2022
Q1 		$1.46M Buy
24,631
+7,771
+46% +$421K 0.11% 187
2021
Q4 		$743K Sell
16,860
-13,962
-45% -$581K 0.05% 328
2021
Q3 		$1.09M Sell
30,822
-26,089
-46% -$740K 0.09% 230
2021
Q2 		$1.66M Buy
+56,911
New +$1.47M 0.11% 196
2018
Q2 		– Sell
-2,046
Closed -$62K – 660
2018
Q1 		$62K Sell
2,046
-1,269
-38% -$46.6K 0.02% 611
2017
Q4 		$143K Buy
3,315
+2,835
+591% +$107K 0.04% 412
2017
Q3 		$17K Sell
480
-509
-51% -$16.5K 0.01% 815
2017
Q2 		$7 Sell
989
-222
-18% -$8.12K ﹤0.01% 1035
2017
Q1 		$50K Hold
1,211
– – 0.03% 417
2016
Q4 		$57K Buy
+1,211
New +$53.5K 0.04% 365

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

IHT Wealth Management's DVN Position: Q2 2026 in Review

IHT Wealth Management reduced its Devon Energy (DVN) stake by 21% in Q2 2026, selling an estimated $75.7K and leaving 6,102 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1083.

IHT Wealth Management first reported a position in DVN in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.06M in Q4 2022. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • IHT Wealth Management held 6,102 shares of Devon Energy worth $252K as of Q2 2026.
  • IHT Wealth Management sold 1,634 Devon Energy shares in Q2 2026, an estimated $75.7K.
  • Devon Energy made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1083 holding.
  • IHT Wealth Management first reported a position in Devon Energy in Q4 2016 and has held it in 27 quarters since.
  • IHT Wealth Management's Devon Energy position peaked at $2.06M in Q4 2022.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.