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IRON Financial’s Devon Energy DVN Stock Holding History

IRON Financial’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
Q1 		– Sell
-6,220
Closed -$228K – 151
2025
Q4 		$228K Sell
6,220
-242
-4% -$8.45K 0.1% 119
2025
Q3 		$227K Buy
6,462
+118
+2% +$4.02K 0.11% 117
2025
Q2 		$202K Buy
6,344
+167
+3% +$5.32K 0.1% 124
2025
Q1 		$231K Buy
+6,177
New +$219K 0.13% 95
2022
Q1 		– Sell
-4,592
Closed -$202K – 115
2021
Q4 		$202K Buy
+4,592
New +$191K 0.09% 109

Other funds holding DVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

IRON Financial's DVN Position: Q1 2026 in Review

IRON Financial sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 6,220 shares — an estimated $228K sold.

IRON Financial first reported a position in DVN in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q1 2025. 1,247 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • IRON Financial reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • IRON Financial sold 6,220 Devon Energy shares in Q1 2026, an estimated $228K.
  • IRON Financial first reported a position in Devon Energy in Q4 2021 and held it in 5 quarters.
  • IRON Financial's Devon Energy position peaked at $231K in Q1 2025.
  • 1,247 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.