N.E.W. Advisory Services’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11K Sell
266
-77
-22% -$3.57K ﹤0.01% 638
2026
Q1
$17.2K Buy
343
+125
+57% +$5.36K ﹤0.01% 532
2025
Q4
$8K Buy
218
+79
+57% +$2.76K ﹤0.01% 652
2025
Q3
$4.88K Hold
139
﹤0.01% 665
2025
Q2
$4.41K Sell
139
-84
-38% -$2.67K ﹤0.01% 667
2025
Q1
$8.34K Buy
+223
New +$7.92K ﹤0.01% 642

Other funds holding DVN

N.E.W. Advisory Services's DVN Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Devon Energy (DVN) stake by 22% in Q2 2026, selling an estimated $3.57K and leaving 266 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

N.E.W. Advisory Services first reported a position in DVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.2K in Q1 2026. 1,456 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • N.E.W. Advisory Services held 266 shares of Devon Energy worth $11K as of Q2 2026.
  • N.E.W. Advisory Services sold 77 Devon Energy shares in Q2 2026, an estimated $3.57K.
  • Devon Energy made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #638 holding.
  • N.E.W. Advisory Services first reported a position in Devon Energy in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Devon Energy position peaked at $17.2K in Q1 2026.
  • 1,456 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.