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Independent Solutions Wealth Management’s Devon Energy DVN Stock Holding History

Independent Solutions 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 		$297K Hold
7,198
– – 0.04% 169
2026
Q1 		$362K Hold
7,198
– – 0.05% 154
2025
Q4 		$264K Sell
7,198
-1,102
-13% -$38.5K 0.05% 153
2025
Q3 		$291K Sell
8,300
-346
-4% -$11.8K 0.05% 153
2025
Q2 		$275K Sell
8,646
-59,198
-87% -$1.89M 0.05% 158
2025
Q1 		$2.54M Buy
67,844
+58,163
+601% +$2.06M 0.57% 57
2024
Q4 		$317K Sell
9,681
-4,100
-30% -$154K 0.07% 138
2024
Q3 		$539K Buy
13,781
+3,797
+38% +$167K 0.12% 113
2024
Q2 		$473K Sell
9,984
-328
-3% -$16.3K 0.11% 120
2024
Q1 		$517K Buy
10,312
+3,024
+41% +$134K 0.12% 121
2023
Q4 		$330K Buy
7,288
+318
+5% +$14.6K 0.08% 136
2023
Q3 		$332K Buy
+6,970
New +$351K 0.09% 154
2023
Q2 		– Sell
-4,977
Closed -$252K – 223
2023
Q1 		$252K Sell
4,977
-1,459
-23% -$83K 0.07% 185
2022
Q4 		$396K Buy
6,436
+213
+3% +$14.5K 0.12% 136
2022
Q3 		$374K Buy
6,223
+2,324
+60% +$144K 0.12% 139
2022
Q2 		$215K Buy
+3,899
New +$255K 0.07% 202

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

Independent Solutions Wealth Management's DVN Position: Q2 2026 in Review

Independent Solutions Wealth Management held its Devon Energy (DVN) position steady in Q2 2026 at 7,198 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #169.

Independent Solutions Wealth Management first reported a position in DVN in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.54M in Q1 2025. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Independent Solutions Wealth Management held 7,198 shares of Devon Energy worth $297K as of Q2 2026.
  • Independent Solutions Wealth Management left its Devon Energy share count unchanged in Q2 2026.
  • Devon Energy made up 0.04% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Independent Solutions Wealth Management first reported a position in Devon Energy in Q2 2022 and has held it in 16 quarters since.
  • Independent Solutions Wealth Management's Devon Energy position peaked at $2.54M in Q1 2025.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.