MWM
DVN icon

Meridian Wealth Management’s Devon Energy DVN Stock Holding History

Meridian Wealth Management’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 		$522K Buy
12,644
+8,359
+195% +$387K 0.02% 534
2026
Q1 		$216K Buy
+4,285
New +$184K 0.01% 736
2024
Q4 		– Sell
-13,205
Closed -$517K – 636
2024
Q3 		$517K Sell
13,205
-791
-6% -$34.8K 0.03% 401
2024
Q2 		$663K Buy
+13,996
New +$696K 0.08% 150
2024
Q1 		– Sell
-61,379
Closed -$2.84M – 283
2023
Q4 		$2.84M Sell
61,379
-1,789
-3% -$81.9K 0.18% 131
2023
Q3 		$3.06M Sell
63,168
-1,718
-3% -$86.5K 0.19% 106
2023
Q2 		$3.14M Sell
64,886
-4,746
-7% -$239K 0.26% 77
2023
Q1 		$3.52M Sell
69,632
-7,476
-10% -$426K 0.31% 72
2022
Q4 		$4.74M Sell
77,108
-11,212
-13% -$764K 0.46% 45
2022
Q3 		$5.31M Sell
88,320
-1,011
-1% -$62.8K 0.57% 27
2022
Q2 		$4.92M Buy
89,331
+49,861
+126% +$3.26M 0.4% 57
2022
Q1 		$2.33M Sell
39,470
-1,624
-4% -$87.9K 0.26% 85
2021
Q4 		$1.81M Buy
41,094
+8,810
+27% +$366K 0.19% 99
2021
Q3 		$1.15M Buy
+32,284
New +$916K 0.14% 136

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

Meridian Wealth Management's DVN Position: Q2 2026 in Review

Meridian Wealth Management increased its Devon Energy (DVN) stake by 195% in Q2 2026, buying an estimated $387K and bringing the position to 12,644 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #534.

Meridian Wealth Management first reported a position in DVN in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.31M in Q3 2022. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Meridian Wealth Management held 12,644 shares of Devon Energy worth $522K as of Q2 2026.
  • Meridian Wealth Management bought 8,359 Devon Energy shares in Q2 2026, an estimated $387K.
  • Devon Energy made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Meridian Wealth Management first reported a position in Devon Energy in Q3 2021 and has held it in 14 quarters since.
  • Meridian Wealth Management's Devon Energy position peaked at $5.31M in Q3 2022.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.