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MBL Wealth’s Devon Energy DVN Stock Holding History

MBL Wealth’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 		$352K Sell
8,527
-373
-4% -$17.3K 0.02% 253
2026
Q1 		$448K Buy
8,900
+1,048
+13% +$44.9K 0.03% 214
2025
Q4 		$288K Buy
+7,852
New +$274K 0.02% 243
2023
Q1 		– Sell
-7,641
Closed -$470K – 170
2022
Q4 		$470K Buy
7,641
+2,797
+58% +$191K 0.09% 104
2022
Q3 		$291K Buy
+4,844
New +$301K 0.06% 123

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

MBL Wealth's DVN Position: Q2 2026 in Review

MBL Wealth reduced its Devon Energy (DVN) stake by 4.2% in Q2 2026, selling an estimated $17.3K and leaving 8,527 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #253.

MBL Wealth first reported a position in DVN in Q3 2022 and has held it in 5 quarters since. The position peaked at $470K in Q4 2022. 1,460 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • MBL Wealth held 8,527 shares of Devon Energy worth $352K as of Q2 2026.
  • MBL Wealth sold 373 Devon Energy shares in Q2 2026, an estimated $17.3K.
  • Devon Energy made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #253 holding.
  • MBL Wealth first reported a position in Devon Energy in Q3 2022 and has held it in 5 quarters since.
  • MBL Wealth's Devon Energy position peaked at $470K in Q4 2022.
  • 1,460 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.