Lifeworks Advisors’s Devon Energy DVN Stock Holding History

Lifeworks 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 Q1	$320K	Sell	6,352 -312	-5%	-$13.4K	0.04%	241
2025 Q4	$244K	Buy	6,664 +110	+2%	+$3.84K	0.03%	294
2025 Q3	$230K	Buy	+6,554	New	+$223K	0.03%	303

Other funds holding DVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Investments Houston, Texas $905M AUM

Lifeworks Advisors's DVN Position: Q1 2026 in Review

Lifeworks Advisors reduced its Devon Energy (DVN) stake by 4.7% in Q1 2026, selling an estimated $13.4K and leaving 6,352 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #241.

Lifeworks Advisors first reported a position in DVN in Q3 2025 and has held it in 3 quarters since. 1,247 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

Lifeworks Advisors held 6,352 shares of Devon Energy worth $320K as of Q1 2026.
Lifeworks Advisors sold 312 Devon Energy shares in Q1 2026, an estimated $13.4K.
Devon Energy made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #241 holding.
Lifeworks Advisors first reported a position in Devon Energy in Q3 2025 and has held it in 3 quarters since.
1,247 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.