IFWM
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Institute for Wealth Management’s Devon Energy DVN Stock Holding History

Institute for 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 		$146K Buy
+3,526
New +$163K 0.01% 598
2024
Q4 		– Sell
-6,386
Closed -$250K – 527
2024
Q3 		$250K Buy
6,386
+152
+2% +$6.69K 0.03% 462
2024
Q2 		$296K Buy
6,234
+237
+4% +$11.8K 0.04% 388
2024
Q1 		$301K Sell
5,997
-154
-3% -$6.84K 0.04% 388
2023
Q4 		$279K Sell
6,151
-10
-0.2% -$458 0.05% 387
2023
Q3 		$294K Buy
6,161
+695
+13% +$35K 0.05% 353
2023
Q2 		$264K Sell
5,466
-144
-3% -$7.24K 0.04% 389
2023
Q1 		$284K Buy
5,610
+283
+5% +$16.1K 0.05% 370
2022
Q4 		$328K Buy
5,327
+87
+2% +$5.93K 0.07% 333
2022
Q3 		$315K Buy
5,240
+416
+9% +$25.8K 0.07% 327
2022
Q2 		$266K Buy
4,824
+57
+1% +$3.72K 0.05% 424
2022
Q1 		$282K Buy
4,767
+61
+1% +$3.3K 0.05% 439
2021
Q4 		$207K Buy
+4,706
New +$196K 0.03% 466
2018
Q3 		– Sell
-10,399
Closed -$452K – 206
2018
Q2 		$452K Buy
10,399
+393
+4% +$15.2K 0.14% 175
2018
Q1 		$371K Buy
10,006
+1,837
+22% +$67.4K 0.11% 217
2017
Q4 		$335K Buy
+8,169
New +$309K 0.08% 286
2017
Q3 		– Sell
-9,204
Closed -$295K – 282
2017
Q2 		$295K Buy
+9,204
New +$337K 0.08% 314

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's DVN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Devon Energy (DVN) in Q2 2026: 3,526 shares worth $146K. The stake represents 0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DVN as recently as Q3 2024.

Institute for Wealth Management first reported a position in DVN in Q2 2017 and has held it in 17 quarters since. The position peaked at $452K in Q2 2018. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Institute for Wealth Management held 3,526 shares of Devon Energy worth $146K as of Q2 2026.
  • Devon Energy was a new Institute for Wealth Management position in Q2 2026.
  • Devon Energy made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #598 holding.
  • Institute for Wealth Management first reported a position in Devon Energy in Q2 2017 and has held it in 17 quarters since.
  • Institute for Wealth Management's Devon Energy position peaked at $452K in Q2 2018.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.