MWA
DVN icon

Meridian Wealth Advisors’s Devon Energy DVN Stock Holding History

Meridian 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
Q2 		– Sell
-9,118
Closed -$341K – 181
2025
Q1 		$341K Sell
9,118
-360
-4% -$12.8K 0.06% 137
2024
Q4 		$310K Sell
9,478
-76,759
-89% -$2.89M 0.05% 143
2024
Q3 		$3.37M Buy
86,237
+3,048
+4% +$134K 0.56% 45
2024
Q2 		$3.94M Buy
83,189
+2,566
+3% +$128K 0.7% 37
2024
Q1 		$4.05M Buy
80,623
+7,171
+10% +$318K 0.76% 38
2023
Q4 		$3.33M Buy
73,452
+2,488
+4% +$114K 0.73% 39
2023
Q3 		$3.39M Buy
70,964
+3,137
+5% +$158K 0.85% 33
2023
Q2 		$3.28M Sell
67,827
-4,812
-7% -$242K 0.79% 33
2023
Q1 		$3.68M Sell
72,639
-13,616
-16% -$775K 0.92% 26
2022
Q4 		$5.31M Buy
86,255
+453
+0.5% +$30.9K 1.37% 16
2022
Q3 		$5.16M Sell
85,802
-447
-0.5% -$27.8K 1.45% 13
2022
Q2 		$4.75M Buy
86,249
+1,851
+2% +$121K 1.26% 17
2022
Q1 		$4.99M Buy
84,398
+1,482
+2% +$80.2K 1.16% 19
2021
Q4 		$3.65M Buy
82,916
+5,493
+7% +$228K 0.89% 25
2021
Q3 		$2.75M Buy
+77,423
New +$2.2M 0.77% 31

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Advisors's DVN Position: Q2 2025 in Review

Meridian Wealth Advisors sold out of Devon Energy (DVN) in Q2 2025, closing a stake of 9,118 shares — an estimated $341K sold.

Meridian Wealth Advisors first reported a position in DVN in Q3 2021 and held it in 15 quarters. The position peaked at $5.31M in Q4 2022. 1,104 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • Meridian Wealth Advisors reported no remaining Devon Energy position as of Q2 2025 after selling out during the quarter.
  • Meridian Wealth Advisors sold 9,118 Devon Energy shares in Q2 2025, an estimated $341K.
  • Meridian Wealth Advisors first reported a position in Devon Energy in Q3 2021 and held it in 15 quarters.
  • Meridian Wealth Advisors's Devon Energy position peaked at $5.31M in Q4 2022.
  • 1,104 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Meridian Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.