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Moran Wealth Management’s Devon Energy DVN Stock Holding History

Moran 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 		$11.9M Buy
287,982
+234,591
+439% +$10.9M 0.32% 104
2026
Q1 		$2.69M Buy
53,391
+10,870
+26% +$466K 0.08% 275
2025
Q4 		$1.56M Buy
42,521
+10,811
+34% +$377K 0.05% 310
2025
Q3 		$1.11M Buy
+31,710
New +$1.08M 0.03% 335
2024
Q2 		– Sell
-4,529
Closed -$227K – 404
2024
Q1 		$227K Buy
+4,529
New +$201K 0.01% 397

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

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

Moran Wealth Management increased its Devon Energy (DVN) stake by 439% in Q2 2026, buying an estimated $10.9M and bringing the position to 287,982 shares worth $11.9M. The position accounts for 0.32% of the portfolio, ranked #104.

Moran Wealth Management first reported a position in DVN in Q1 2024 and has held it in 5 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Moran Wealth Management held 287,982 shares of Devon Energy worth $11.9M as of Q2 2026.
  • Moran Wealth Management bought 234,591 Devon Energy shares in Q2 2026, an estimated $10.9M.
  • Devon Energy made up 0.32% of Moran Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Moran Wealth Management first reported a position in Devon Energy in Q1 2024 and has held it in 5 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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