JWA
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JFS Wealth Advisors’s Devon Energy DVN Stock Holding History

JFS 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 		$28K Buy
678
+245
+57% +$11.4K ﹤0.01% 674
2026
Q1 		$21.8K Sell
433
-93
-18% -$3.99K ﹤0.01% 715
2025
Q4 		$19.3K Buy
526
+302
+135% +$10.5K ﹤0.01% 758
2025
Q3 		$7.85K Sell
224
-11
-5% -$374 ﹤0.01% 968
2025
Q2 		$7.48K Sell
235
-212
-47% -$6.75K ﹤0.01% 955
2025
Q1 		$16.7K Sell
447
-14
-3% -$497 ﹤0.01% 716
2024
Q4 		$15.1K Sell
461
-1,208
-72% -$45.5K ﹤0.01% 724
2024
Q3 		$65.3K Buy
1,669
+805
+93% +$35.4K ﹤0.01% 424
2024
Q2 		$41K Buy
864
+1
+0.1% +$50 ﹤0.01% 453
2024
Q1 		$43.3K Sell
863
-247
-22% -$11K ﹤0.01% 455
2023
Q4 		$50.3K Sell
1,110
-389
-26% -$17.8K ﹤0.01% 403
2023
Q3 		$71.5K Buy
1,499
+69
+5% +$3.48K 0.01% 329
2023
Q2 		$69.1K Sell
1,430
-377
-21% -$19K 0.01% 325
2023
Q1 		$91.5K Buy
1,807
+178
+11% +$10.1K 0.01% 286
2022
Q4 		$100K Buy
1,629
+247
+18% +$16.8K 0.01% 278
2022
Q3 		$83K Sell
1,382
-95
-6% -$5.9K 0.01% 297
2022
Q2 		$81K Buy
1,477
+574
+64% +$37.5K 0.01% 315
2022
Q1 		$53K Buy
903
+780
+634% +$42.2K 0.01% 413
2021
Q4 		$5K Buy
+123
New +$5.12K ﹤0.01% 791
2016
Q2 		– Sell
-27
Closed -$1K – 528
2016
Q1 		$1K Buy
+27
New +$657 ﹤0.01% 565
2015
Q1 		– Sell
-110
Closed -$7K – 521
2014
Q4 		$7K Buy
+110
New +$6.67K ﹤0.01% 408

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

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

JFS Wealth Advisors increased its Devon Energy (DVN) stake by 57% in Q2 2026, buying an estimated $11.4K and bringing the position to 678 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

JFS Wealth Advisors first reported a position in DVN in Q4 2014 and has held it in 21 quarters since. The position peaked at $100K in Q4 2022. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • JFS Wealth Advisors held 678 shares of Devon Energy worth $28K as of Q2 2026.
  • JFS Wealth Advisors bought 245 Devon Energy shares in Q2 2026, an estimated $11.4K.
  • Devon Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #674 holding.
  • JFS Wealth Advisors first reported a position in Devon Energy in Q4 2014 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Devon Energy position peaked at $100K in Q4 2022.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.