Olistico Wealth’s Devon Energy DVN Stock Holding History

Olistico Wealth’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 Q3	$161K	Sell	3,493 -1,285	-27%	-$59K	0.07%	109
2026 Q2	$197K	Buy	4,778 +4,026	+535%	+$187K	0.08%	104
2026 Q1	$37.8K	Sell	752 -89	-11%	-$3.82K	0.02%	177
2025 Q4	$30.8K	Buy	+841	New	+$29.4K	0.02%	188
2025 Q3	–	Sell	-750	Closed	-$23.9K	–	161
2025 Q2	$23.9K	Buy	750 +501	+201%	+$16K	0.01%	217
2025 Q1	$9.33K	Hold	249	–	–	0.01%	256
2024 Q4	$8.14K	Buy	249 +1	+0.4%	+$38	﹤0.01%	250
2024 Q3	$9.7K	Buy	248 +1	+0.4%	+$44	0.01%	246
2024 Q2	$11.7K	Buy	+247	New	+$12.3K	0.01%	238

Other funds holding DVN

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Olistico Wealth's DVN Position: Q3 2026 in Review

Olistico Wealth reduced its Devon Energy (DVN) stake by 27% in Q3 2026, selling an estimated $59K and leaving 3,493 shares worth $161K. The position accounts for 0.07% of the portfolio, ranked #109.

Olistico Wealth first reported a position in DVN in Q2 2024 and has held it in 9 quarters since. The position peaked at $197K in Q2 2026. 374 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

Olistico Wealth held 3,493 shares of Devon Energy worth $161K as of Q3 2026.
Olistico Wealth sold 1,285 Devon Energy shares in Q3 2026, an estimated $59K.
Devon Energy made up 0.07% of Olistico Wealth's portfolio in Q3 2026, its #109 holding.
Olistico Wealth first reported a position in Devon Energy in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Devon Energy position peaked at $197K in Q2 2026.
374 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.