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JPL Wealth Management’s Devon Energy DVN Stock Holding History

JPL 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 		$22.5K Sell
544
-125
-19% -$5.79K ﹤0.01% 406
2026
Q1 		$33.7K Buy
+669
New +$28.7K 0.01% 301
2025
Q4 		– Sell
-410
Closed -$14.4K – 395
2025
Q3 		$14.4K Buy
+410
New +$14K ﹤0.01% 471

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

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

JPL Wealth Management reduced its Devon Energy (DVN) stake by 19% in Q2 2026, selling an estimated $5.79K and leaving 544 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

JPL Wealth Management first reported a position in DVN in Q3 2025 and has held it in 3 quarters since. The position peaked at $33.7K in Q1 2026. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • JPL Wealth Management held 544 shares of Devon Energy worth $22.5K as of Q2 2026.
  • JPL Wealth Management sold 125 Devon Energy shares in Q2 2026, an estimated $5.79K.
  • Devon Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #406 holding.
  • JPL Wealth Management first reported a position in Devon Energy in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Devon Energy position peaked at $33.7K in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.