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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
Q2 		– Sell
-4,434
Closed -$223K – 246
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
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

Jeppson Wealth Management's DVN Position: Q2 2026 in Review

Jeppson Wealth Management sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 4,434 shares — an estimated $223K sold.

Jeppson Wealth Management first reported a position in DVN in Q3 2020 and held it in 9 quarters. The position peaked at $264K in Q4 2022. 1,462 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Jeppson Wealth Management reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Jeppson Wealth Management sold 4,434 Devon Energy shares in Q2 2026, an estimated $223K.
  • Jeppson Wealth Management first reported a position in Devon Energy in Q3 2020 and held it in 9 quarters.
  • Jeppson Wealth Management's Devon Energy position peaked at $264K in Q4 2022.
  • 1,462 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.