MWM
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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
2023
Q4 		– Hold
0
– -$119K – 593
2023
Q3 		– Hold
0
– – – 529

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

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.