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Legacy Wealth Management (Idaho)’s Devon Energy DVN Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q1 		– Hold
0
– -$6.63K – 831
2024
Q4 		– Hold
0
– – – 348

Other funds holding DVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

Legacy Wealth Management (Idaho)'s DVN Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Devon Energy (DVN) stake by 34% in Q1 2026, selling an estimated $15.2K and leaving 686 shares worth $34.5K. The position accounts for 0.02% of the portfolio, ranked #322.

Legacy Wealth Management (Idaho) first reported a position in DVN in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q1 2025. 1,247 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 686 shares of Devon Energy worth $34.5K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 355 Devon Energy shares in Q1 2026, an estimated $15.2K.
  • Devon Energy made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #322 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Devon Energy in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Devon Energy position peaked at $11.4M in Q1 2025.
  • 1,247 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.