NWWA
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New Wave Wealth Advisors’s Devon Energy DVN Stock Holding History

New Wave Wealth Advisors’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 		$1.53M Buy
+36,935
New +$1.71M 0.42% 51
2025
Q1 		– Sell
-40
Closed -$1.31K – 279
2024
Q4 		$1.31K Buy
+40
New +$1.51K ﹤0.01% 602

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New Wave Wealth Advisors's DVN Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 36,935 shares worth $1.53M. The stake represents 0.42% of the portfolio and ranks #51 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in DVN as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in DVN in Q4 2024 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • New Wave Wealth Advisors held 36,935 shares of Devon Energy worth $1.53M as of Q2 2026.
  • Devon Energy was a new New Wave Wealth Advisors position in Q2 2026.
  • Devon Energy made up 0.42% of New Wave Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • New Wave Wealth Advisors first reported a position in Devon Energy in Q4 2024 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.