MWM
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Modern Wealth Management’s Devon Energy DVN Stock Holding History

Modern 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 		$836K Buy
20,222
+12,584
+165% +$583K 0.01% 567
2026
Q1 		$371K Buy
+7,638
New +$328K 0.01% 650

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

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

Modern Wealth Management increased its Devon Energy (DVN) stake by 165% in Q2 2026, buying an estimated $583K and bringing the position to 20,222 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #567.

Modern Wealth Management first reported a position in DVN in Q1 2026 and has held it in 2 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Modern Wealth Management held 20,222 shares of Devon Energy worth $836K as of Q2 2026.
  • Modern Wealth Management bought 12,584 Devon Energy shares in Q2 2026, an estimated $583K.
  • Devon Energy made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Modern Wealth Management first reported a position in Devon Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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