McCarter Private Wealth Services’s Devon Energy DVN Stock Holding History

McCarter Private Wealth Services’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 Q3	$207K	Buy	+4,500	New	+$207K	0.07%	179

Other funds holding DVN

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

McCarter Private Wealth Services's DVN Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in Devon Energy (DVN) in Q3 2026: 4,500 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #179 among its holdings.

374 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

McCarter Private Wealth Services held 4,500 shares of Devon Energy worth $207K as of Q3 2026.
Devon Energy was a new McCarter Private Wealth Services position in Q3 2026.
Devon Energy made up 0.07% of McCarter Private Wealth Services's portfolio in Q3 2026, its #179 holding.
374 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.