Mission Wealth Management’s Devon Energy DVN Stock Holding History

Mission 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	$388K	Buy	+9,394	New	+$435K	﹤0.01%	775
2024 Q4	–	Sell	-6,129	Closed	-$240K	–	680
2024 Q3	$240K	Buy	6,129 +447	+8%	+$19.7K	0.01%	588
2024 Q2	$269K	Sell	5,682 -35	-0.6%	-$1.74K	0.01%	552
2024 Q1	$287K	Sell	5,717 -2,169	-28%	-$96.3K	0.01%	571
2023 Q4	$357K	Buy	7,886 +235	+3%	+$10.8K	0.01%	442
2023 Q3	$365K	Sell	7,651 -37	-0.5%	-$1.86K	0.01%	409
2023 Q2	$372K	Sell	7,688 -343	-4%	-$17.2K	0.01%	409
2023 Q1	$406K	Buy	+8,031	New	+$457K	0.02%	381

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mission Wealth Management opened a new position in Devon Energy (DVN) in Q2 2026: 9,394 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in DVN as recently as Q3 2024.

Mission Wealth Management first reported a position in DVN in Q1 2023 and has held it in 8 quarters since. The position peaked at $406K in Q1 2023. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Mission Wealth Management held 9,394 shares of Devon Energy worth $388K as of Q2 2026.
Devon Energy was a new Mission Wealth Management position in Q2 2026.
Devon Energy made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #775 holding.
Mission Wealth Management first reported a position in Devon Energy in Q1 2023 and has held it in 8 quarters since.
Mission Wealth Management's Devon Energy position peaked at $406K in Q1 2023.
1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.