PJWM
DVN icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM