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Invera Wealth Advisors’s Devon Energy DVN Stock Holding History

Invera Wealth Advisors’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
2025
Q2 		– Sell
-19,801
Closed -$741K – 88
2025
Q1 		$741K Buy
19,801
+1,437
+8% +$51K 0.48% 69
2024
Q4 		$669K Buy
18,364
+6,527
+55% +$246K 0.66% 34
2024
Q3 		$460K Buy
11,837
+618
+6% +$27.2K 0.46% 36
2024
Q2 		$521K Buy
11,219
+616
+6% +$30.6K 0.53% 37
2024
Q1 		$545K Buy
10,603
+5,400
+104% +$240K 0.46% 48
2023
Q4 		$236K Buy
+5,203
New +$238K 0.15% 93

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invera Wealth Advisors's DVN Position: Q2 2025 in Review

Invera Wealth Advisors sold out of Devon Energy (DVN) in Q2 2025, closing a stake of 19,801 shares — an estimated $741K sold.

Invera Wealth Advisors first reported a position in DVN in Q4 2023 and held it in 6 quarters. The position peaked at $741K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • Invera Wealth Advisors reported no remaining Devon Energy position as of Q2 2025 after selling out during the quarter.
  • Invera Wealth Advisors sold 19,801 Devon Energy shares in Q2 2025, an estimated $741K.
  • Invera Wealth Advisors first reported a position in Devon Energy in Q4 2023 and held it in 6 quarters.
  • Invera Wealth Advisors's Devon Energy position peaked at $741K in Q1 2025.
  • 1,104 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Invera Wealth Advisors's 13F filing for Q2 2025, filed 29 Oct 2025.