Independent Wealth Network’s Devon Energy DVN Stock Holding History

Independent Wealth Network’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	$404K	Buy	9,766 +39	+0.4%	+$1.81K	0.1%	206
2026 Q1	$489K	Buy	9,727 +846	+10%	+$36.3K	0.15%	168
2025 Q4	$325K	Buy	8,881 +113	+1%	+$3.94K	0.1%	196
2025 Q3	$307K	Buy	8,768 +1,075	+14%	+$36.6K	0.1%	204
2025 Q2	$245K	Buy	7,693 +1,219	+19%	+$38.8K	0.09%	221
2025 Q1	$242K	Buy	+6,474	New	+$230K	0.1%	204
2024 Q2	–	Sell	-4,112	Closed	-$206K	–	221
2024 Q1	$206K	Buy	+4,112	New	+$183K	0.1%	202
2022 Q2	–	Sell	-3,386	Closed	-$200K	–	194
2022 Q1	$200K	Buy	+3,386	New	+$183K	0.13%	187

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Wealth Network's DVN Position: Q2 2026 in Review

Independent Wealth Network increased its Devon Energy (DVN) stake by 0.4% in Q2 2026, buying an estimated $1.81K and bringing the position to 9,766 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #206.

Independent Wealth Network first reported a position in DVN in Q1 2022 and has held it in 8 quarters since. The position peaked at $489K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Independent Wealth Network held 9,766 shares of Devon Energy worth $404K as of Q2 2026.
Independent Wealth Network bought 39 Devon Energy shares in Q2 2026, an estimated $1.81K.
Devon Energy made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #206 holding.
Independent Wealth Network first reported a position in Devon Energy in Q1 2022 and has held it in 8 quarters since.
Independent Wealth Network's Devon Energy position peaked at $489K in Q1 2026.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.