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LeClair Wealth Partners’s Devon Energy DVN Stock Holding History

LeClair Wealth Partners’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 		$306K Buy
+7,417
New +$344K 0.16% 96

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Vanguard Portfolio Management
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Wellington Management Group
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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

LeClair Wealth Partners's DVN Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Devon Energy (DVN) in Q2 2026: 7,417 shares worth $306K. The stake represents 0.16% of the portfolio and ranks #96 among its holdings.

1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • LeClair Wealth Partners held 7,417 shares of Devon Energy worth $306K as of Q2 2026.
  • Devon Energy was a new LeClair Wealth Partners position in Q2 2026.
  • Devon Energy made up 0.16% of LeClair Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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