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Kingswood Wealth Advisors’s Devon Energy DVN Stock Holding History

Kingswood 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 		$820K Buy
19,857
+1,864
+10% +$86.4K 0.03% 459
2026
Q1 		$905K Sell
17,993
-2,697
-13% -$116K 0.04% 400
2025
Q4 		$758K Sell
20,690
-20,201
-49% -$705K 0.04% 409
2025
Q3 		$1.43M Buy
40,891
+2,700
+7% +$91.9K 0.09% 238
2025
Q2 		$1.21M Buy
38,191
+2,369
+7% +$75.4K 0.1% 227
2025
Q1 		$1.34M Sell
35,822
-2,202
-6% -$78.2K 0.12% 198
2024
Q4 		$1.24M Sell
38,024
-4,079
-10% -$154K 0.09% 228
2024
Q3 		$1.65M Buy
42,103
+8,831
+27% +$389K 0.12% 200
2024
Q2 		$1.58M Buy
33,272
+20,452
+160% +$1.02M 0.14% 148
2024
Q1 		$643K Sell
12,820
-25,963
-67% -$1.15M 0.07% 285
2023
Q4 		$1.76M Buy
38,783
+12,066
+45% +$552K 0.2% 119
2023
Q3 		$1.27M Sell
26,717
-2,238
-8% -$113K 0.22% 118
2023
Q2 		$1.4M Buy
+28,955
New +$1.46M 0.45% 52

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

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

Kingswood Wealth Advisors increased its Devon Energy (DVN) stake by 10% in Q2 2026, buying an estimated $86.4K and bringing the position to 19,857 shares worth $820K. The position accounts for 0.03% of the portfolio, ranked #459.

Kingswood Wealth Advisors first reported a position in DVN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.76M in Q4 2023. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Kingswood Wealth Advisors held 19,857 shares of Devon Energy worth $820K as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,864 Devon Energy shares in Q2 2026, an estimated $86.4K.
  • Devon Energy made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #459 holding.
  • Kingswood Wealth Advisors first reported a position in Devon Energy in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Devon Energy position peaked at $1.76M in Q4 2023.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.