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Leo Wealth LLC’s Devon Energy DVN Stock Holding History

Leo Wealth LLC’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
Q1 		$282K Buy
+5,605
New +$240K 0.02% 374
2025
Q1 		– Sell
-7,003
Closed -$229K – 300
2024
Q4 		$229K Buy
7,003
+1,852
+36% +$69.7K 0.02% 322
2024
Q3 		$202K Buy
+5,151
New +$227K 0.02% 330

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM

Leo Wealth LLC's DVN Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Devon Energy (DVN) in Q1 2026: 5,605 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in DVN as recently as Q4 2024.

Leo Wealth LLC first reported a position in DVN in Q3 2024 and has held it in 3 quarters since. 1,254 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Leo Wealth LLC held 5,605 shares of Devon Energy worth $282K as of Q1 2026.
  • Devon Energy was a new Leo Wealth LLC position in Q1 2026.
  • Devon Energy made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #374 holding.
  • Leo Wealth LLC first reported a position in Devon Energy in Q3 2024 and has held it in 3 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.