LWM
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Lodestone Wealth Management’s Devon Energy DVN Stock Holding History

Lodestone Wealth Management’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 		$51.7K Buy
1,251
+79
+7% +$3.66K 0.02% 310
2026
Q1 		$59K Sell
1,172
-681
-37% -$29.2K 0.02% 273
2025
Q4 		$67.9K Sell
1,853
-16,998
-90% -$593K 0.03% 258
2025
Q3 		$661K Sell
18,851
-3,221
-15% -$110K 0.3% 80
2025
Q2 		$702K Sell
22,072
-4,280
-16% -$136K 0.34% 74
2025
Q1 		$986K Buy
26,352
+8,806
+50% +$313K 0.52% 59
2024
Q4 		$574K Sell
17,546
-22,992
-57% -$866K 0.29% 83
2024
Q3 		$1.59M Buy
40,538
+7,433
+22% +$327K 0.79% 48
2024
Q2 		$1.57M Buy
33,105
+10,089
+44% +$502K 0.83% 47
2024
Q1 		$1.15M Sell
23,016
-7,640
-25% -$339K 0.61% 55
2023
Q4 		$1.39M Buy
30,656
+2,292
+8% +$105K 0.8% 46
2023
Q3 		$1.35M Buy
28,364
+4,802
+20% +$242K 0.95% 42
2023
Q2 		$1.14M Buy
23,562
+14,409
+157% +$724K 0.78% 45
2023
Q1 		$415K Buy
+9,153
New +$521K 0.32% 80

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

Lodestone Wealth Management's DVN Position: Q2 2026 in Review

Lodestone Wealth Management increased its Devon Energy (DVN) stake by 6.7% in Q2 2026, buying an estimated $3.66K and bringing the position to 1,251 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #310.

Lodestone Wealth Management first reported a position in DVN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.59M in Q3 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Lodestone Wealth Management held 1,251 shares of Devon Energy worth $51.7K as of Q2 2026.
  • Lodestone Wealth Management bought 79 Devon Energy shares in Q2 2026, an estimated $3.66K.
  • Devon Energy made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Lodestone Wealth Management first reported a position in Devon Energy in Q1 2023 and has held it in 14 quarters since.
  • Lodestone Wealth Management's Devon Energy position peaked at $1.59M in Q3 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.