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Marshall & Sterling Wealth Advisors’s Devon Energy DVN Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-222
Closed -$7.78K – 425
2025
Q3 		$7.78K Hold
222
– – 0.01% 404
2025
Q2 		$7.06K Hold
222
– – ﹤0.01% 414
2025
Q1 		$8.3K Buy
+222
New +$7.88K 0.01% 354

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DVN Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Devon Energy (DVN) in Q4 2025, closing a stake of 222 shares — an estimated $7.78K sold.

Marshall & Sterling Wealth Advisors first reported a position in DVN in Q1 2025 and held it in 3 quarters. The position peaked at $8.3K in Q1 2025. 1,143 funds tracked by Wall St. Rank hold DVN as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Devon Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 222 Devon Energy shares in Q4 2025, an estimated $7.78K.
  • Marshall & Sterling Wealth Advisors first reported a position in Devon Energy in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Devon Energy position peaked at $8.3K in Q1 2025.
  • 1,143 funds tracked by Wall St. Rank held Devon Energy as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.