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Mowery & Schoenfeld Wealth Management’s Devon Energy DVN Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-2,600
Closed -$95.2K – 396
2025
Q4 		$95.2K Buy
+2,600
New +$90.8K 0.14% 95
2025
Q1 		– Sell
-80
Closed -$2.62K – 490
2024
Q4 		$2.62K Buy
+80
New +$3.01K 0.01% 373

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

Mowery & Schoenfeld Wealth Management's DVN Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 2,600 shares — an estimated $95.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DVN in Q4 2024 and held it in 2 quarters. The position peaked at $95.2K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2,600 Devon Energy shares in Q1 2026, an estimated $95.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Devon Energy in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Devon Energy position peaked at $95.2K in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.