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IVC Wealth Advisors’s Devon Energy DVN Stock Holding History

IVC 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
2026
Q2 		$345K Sell
8,355
-81
-1% -$3.75K 0.13% 121
2026
Q1 		$425K Sell
8,436
-43
-0.5% -$1.84K 0.18% 99
2025
Q4 		$311K Sell
8,479
-110
-1% -$3.84K 0.14% 126
2025
Q3 		$301K Sell
8,589
-183
-2% -$6.23K 0.13% 129
2025
Q2 		$279K Sell
8,772
-248
-3% -$7.9K 0.14% 136
2025
Q1 		$337K Sell
9,020
-1,167
-11% -$41.4K 0.18% 112
2024
Q4 		$333K Sell
10,187
-2,242
-18% -$84.4K 0.19% 108
2024
Q3 		$486K Sell
12,429
-3,343
-21% -$147K 0.27% 81
2024
Q2 		$748K Buy
15,772
+1,198
+8% +$59.6K 0.42% 57
2024
Q1 		$731K Buy
14,574
+1,499
+11% +$66.5K 0.42% 60
2023
Q4 		$592K Buy
+13,075
New +$599K 0.37% 70
2023
Q1 		– Sell
-4,308
Closed -$265K – 144
2022
Q4 		$265K Buy
4,308
+41
+1% +$2.79K 0.2% 118
2022
Q3 		$257K Sell
4,267
-3
-0.1% -$186 0.21% 115
2022
Q2 		$235K Buy
4,270
+3
+0.1% +$196 0.18% 122
2022
Q1 		$252K Buy
+4,267
New +$231K 0.17% 126

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

IVC Wealth Advisors's DVN Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Devon Energy (DVN) stake by 0.96% in Q2 2026, selling an estimated $3.75K and leaving 8,355 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #121.

IVC Wealth Advisors first reported a position in DVN in Q1 2022 and has held it in 15 quarters since. The position peaked at $748K in Q2 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • IVC Wealth Advisors held 8,355 shares of Devon Energy worth $345K as of Q2 2026.
  • IVC Wealth Advisors sold 81 Devon Energy shares in Q2 2026, an estimated $3.75K.
  • Devon Energy made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • IVC Wealth Advisors first reported a position in Devon Energy in Q1 2022 and has held it in 15 quarters since.
  • IVC Wealth Advisors's Devon Energy position peaked at $748K in Q2 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.