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Impact Partnership Wealth’s Devon Energy DVN Stock Holding History

Impact Partnership 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 		$1.5M Buy
+36,235
New +$1.68M 0.15% 100
2026
Q1 		– Sell
-29,936
Closed -$1.1M – 388
2025
Q4 		$1.1M Buy
+29,936
New +$1.05M 0.14% 97
2025
Q1 		– Sell
-17,234
Closed -$564K – 286
2024
Q4 		$564K Sell
17,234
-7,803
-31% -$294K 0.11% 108
2024
Q3 		$979K Buy
25,037
+2,194
+10% +$96.6K 0.22% 56
2024
Q2 		$1.08M Buy
22,843
+10,802
+90% +$537K 0.28% 40
2024
Q1 		$604K Buy
12,041
+11,764
+4,247% +$522K 0.24% 59
2023
Q4 		$12.5K Sell
277
-155
-36% -$7.1K ﹤0.01% 471
2023
Q3 		$20.6K Sell
432
-16,802
-97% -$846K 0.01% 489
2023
Q2 		$833K Buy
+17,234
New +$866K 0.29% 39

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

Impact Partnership Wealth's DVN Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Devon Energy (DVN) in Q2 2026: 36,235 shares worth $1.5M. The stake represents 0.15% of the portfolio and ranks #100 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in DVN as recently as Q4 2025.

Impact Partnership Wealth first reported a position in DVN in Q2 2023 and has held it in 9 quarters since. 1,466 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Impact Partnership Wealth held 36,235 shares of Devon Energy worth $1.5M as of Q2 2026.
  • Devon Energy was a new Impact Partnership Wealth position in Q2 2026.
  • Devon Energy made up 0.15% of Impact Partnership Wealth's portfolio in Q2 2026, its #100 holding.
  • Impact Partnership Wealth first reported a position in Devon Energy in Q2 2023 and has held it in 9 quarters since.
  • 1,466 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.