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LVW Advisors’s Devon Energy DVN Stock Holding History

LVW 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
Q2 		$972K Sell
23,532
-5,519
-19% -$256K 0.08% 135
2026
Q1 		$1.46M Buy
+29,051
New +$1.25M 0.14% 86

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

LVW Advisors's DVN Position: Q2 2026 in Review

LVW Advisors reduced its Devon Energy (DVN) stake by 19% in Q2 2026, selling an estimated $256K and leaving 23,532 shares worth $972K. The position accounts for 0.08% of the portfolio, ranked #135.

LVW Advisors first reported a position in DVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.46M in Q1 2026. 588 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • LVW Advisors held 23,532 shares of Devon Energy worth $972K as of Q2 2026.
  • LVW Advisors sold 5,519 Devon Energy shares in Q2 2026, an estimated $256K.
  • Devon Energy made up 0.08% of LVW Advisors's portfolio in Q2 2026, its #135 holding.
  • LVW Advisors first reported a position in Devon Energy in Q1 2026 and has held it in 2 quarters since.
  • LVW Advisors's Devon Energy position peaked at $1.46M in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.