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Medallion Wealth Advisors’s Devon Energy DVN Stock Holding History

Medallion 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
2026
Q2 		$165 Sell
4
-64
-94% -$2.97K ﹤0.01% 1092
2026
Q1 		$3.42K Hold
68
– – ﹤0.01% 933
2025
Q4 		$2.48K Buy
68
+1
+1% +$35 ﹤0.01% 963
2025
Q3 		$2.35K Hold
67
– – ﹤0.01% 956
2025
Q2 		$2.18K Sell
67
-94
-58% -$2.99K ﹤0.01% 948
2025
Q1 		$6.07K Buy
161
+57
+55% +$2.02K ﹤0.01% 757
2024
Q4 		$3.39K Buy
+104
New +$3.92K ﹤0.01% 789

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

Medallion Wealth Advisors's DVN Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Devon Energy (DVN) stake by 94% in Q2 2026, selling an estimated $2.97K and leaving 4 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Medallion Wealth Advisors first reported a position in DVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.07K in Q1 2025. 1,465 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Medallion Wealth Advisors held 4 shares of Devon Energy worth $165 as of Q2 2026.
  • Medallion Wealth Advisors sold 64 Devon Energy shares in Q2 2026, an estimated $2.97K.
  • Devon Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1092 holding.
  • Medallion Wealth Advisors first reported a position in Devon Energy in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Devon Energy position peaked at $6.07K in Q1 2025.
  • 1,465 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.