Philip James Wealth Mangement’s Devon Energy DVN Stock Holding History

Philip James Wealth Mangement’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	$5.66M	Sell	136,860 -21,670	-14%	-$1M	0.64%	35
2026 Q1	$7.98M	Sell	158,530 -2,838	-2%	-$122K	0.92%	23
2025 Q4	$5.91M	Buy	161,368 +49,115	+44%	+$1.71M	0.68%	37
2025 Q3	$3.94M	Sell	112,253 -381	-0.3%	-$13K	0.46%	47
2025 Q2	$3.58M	Buy	112,634 +10,834	+11%	+$345K	0.46%	47
2025 Q1	$3.81M	Buy	101,800 +73,181	+256%	+$2.6M	0.46%	49
2024 Q4	$937K	Buy	28,619 +10,291	+56%	+$388K	0.12%	80
2024 Q3	$717K	Buy	+18,328	New	+$807K	0.09%	85

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Philip James Wealth Mangement's DVN Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Devon Energy (DVN) stake by 14% in Q2 2026, selling an estimated $1M and leaving 136,860 shares worth $5.66M. The position accounts for 0.64% of the portfolio, ranked #35.

Philip James Wealth Mangement first reported a position in DVN in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.98M in Q1 2026. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Philip James Wealth Mangement held 136,860 shares of Devon Energy worth $5.66M as of Q2 2026.
Philip James Wealth Mangement sold 21,670 Devon Energy shares in Q2 2026, an estimated $1M.
Devon Energy made up 0.64% of Philip James Wealth Mangement's portfolio in Q2 2026, its #35 holding.
Philip James Wealth Mangement first reported a position in Devon Energy in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Devon Energy position peaked at $7.98M in Q1 2026.
1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.