Peterson Wealth Services
DVN icon

Peterson Wealth Services’s Devon Energy DVN Stock Holding History

Peterson Wealth Services’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 		$46.4K Hold
1,007
– – 0.01% 154
2026
Q2 		$41.6K Hold
1,007
– – 0.01% 164
2026
Q1 		$50.7K Hold
1,007
– – 0.01% 161
2025
Q4 		$36.9K Sell
1,007
-4,686
-82% -$164K 0.01% 159
2025
Q3 		$35.3K Buy
5,693
+4,686
+465% +$160K 0.01% 166
2025
Q2 		$32K Hold
1,007
– – 0.01% 162
2025
Q1 		$37.7K Sell
1,007
-106
-10% -$3.76K 0.01% 161
2024
Q4 		$36.4K Sell
1,113
-39,202
-97% -$1.48M 0.01% 158
2024
Q3 		$1.58M Buy
40,315
+6,992
+21% +$308K 0.5% 53
2024
Q2 		$1.58M Buy
33,323
+941
+3% +$46.8K 0.55% 50
2024
Q1 		$1.62M Buy
32,382
+4,512
+16% +$200K 0.59% 49
2023
Q4 		$1.26M Buy
27,870
+6,301
+29% +$288K 0.54% 51
2023
Q3 		$1.03M Buy
21,569
+1,372
+7% +$69.1K 0.77% 42
2023
Q2 		$976K Buy
20,197
+1,144
+6% +$57.5K 0.47% 60
2023
Q1 		$964K Buy
19,053
+5,198
+38% +$296K 0.5% 63
2022
Q4 		$852K Buy
13,855
+1,592
+13% +$109K 0.49% 56
2022
Q3 		$737K Buy
12,263
+2,267
+23% +$141K 0.52% 50
2022
Q2 		$551K Buy
9,996
+1,516
+18% +$99K 0.4% 53
2022
Q1 		$501K Buy
8,480
+2,075
+32% +$112K 0.31% 56
2021
Q4 		$282K Buy
+6,405
New +$266K 0.19% 74

Other funds holding DVN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Peterson Wealth Services's DVN Position: Q3 2026 in Review

Peterson Wealth Services held its Devon Energy (DVN) position steady in Q3 2026 at 1,007 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #154.

Peterson Wealth Services first reported a position in DVN in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q1 2024. 707 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Peterson Wealth Services held 1,007 shares of Devon Energy worth $46.4K as of Q3 2026.
  • Peterson Wealth Services left its Devon Energy share count unchanged in Q3 2026.
  • Devon Energy made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #154 holding.
  • Peterson Wealth Services first reported a position in Devon Energy in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Devon Energy position peaked at $1.62M in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.