Jeppson Wealth Management’s Devon Energy DVN Stock Holding History

Jeppson 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 Q1	$223K	Buy	+4,434	New	+$190K	0.07%	209
2025 Q2	–	Sell	-5,820	Closed	-$218K	–	214
2025 Q1	$218K	Buy	+5,820	New	+$207K	0.08%	186
2024 Q4	–	Sell	-5,989	Closed	-$234K	–	202
2024 Q3	$234K	Buy	+5,989	New	+$264K	0.08%	179
2023 Q4	–	Sell	-4,538	Closed	-$216K	–	205
2023 Q3	$216K	Buy	+4,538	New	+$229K	0.1%	168
2023 Q1	–	Sell	-4,285	Closed	-$264K	–	202
2022 Q4	$264K	Buy	4,285 +259	+6%	+$17.7K	0.11%	162
2022 Q3	$242K	Buy	4,026 +40	+1%	+$2.48K	0.11%	164
2022 Q2	$220K	Sell	3,986 -204	-5%	-$13.3K	0.09%	168
2022 Q1	$247K	Buy	+4,190	New	+$227K	0.12%	148
2020 Q4	–	Sell	-1,110	Closed	-$11K	–	213
2020 Q3	$11K	Buy	+1,110	New	+$11.7K	0.01%	383

Other funds holding DVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Investments Houston, Texas $905M AUM

Jeppson Wealth Management's DVN Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in Devon Energy (DVN) in Q1 2026: 4,434 shares worth $223K. The stake represents 0.07% of the portfolio and ranks #209 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in DVN as recently as Q1 2025.

Jeppson Wealth Management first reported a position in DVN in Q3 2020 and has held it in 9 quarters since. The position peaked at $264K in Q4 2022. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

Jeppson Wealth Management held 4,434 shares of Devon Energy worth $223K as of Q1 2026.
Devon Energy was a new Jeppson Wealth Management position in Q1 2026.
Devon Energy made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #209 holding.
Jeppson Wealth Management first reported a position in Devon Energy in Q3 2020 and has held it in 9 quarters since.
Jeppson Wealth Management's Devon Energy position peaked at $264K in Q4 2022.
1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.