Portus Wealth Advisors’s Devon Energy DVN Stock Holding History

Portus 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	–	Sell	-35	Closed	-$1.76K	–	181
2026 Q1	$1.76K	Buy	+35	New	+$1.5K	﹤0.01%	298

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

Portus Wealth Advisors's DVN Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 35 shares — an estimated $1.76K sold.

Portus Wealth Advisors first reported a position in DVN in Q1 2026 and held it in 1 quarter. The position peaked at $1.76K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Portus Wealth Advisors reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 35 Devon Energy shares in Q2 2026, an estimated $1.76K.
Portus Wealth Advisors first reported a position in Devon Energy in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Devon Energy position peaked at $1.76K in Q1 2026.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.