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Premier Path Wealth Partners’s Devon Energy DVN Stock Holding History

Premier Path Wealth Partners’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 		$244K Buy
+5,900
New +$273K 0.03% 379
2024
Q3 		– Sell
-4,546
Closed -$215K – 373
2024
Q2 		$215K Buy
4,546
+560
+14% +$27.9K 0.04% 347
2024
Q1 		$200K Buy
+3,986
New +$177K 0.04% 338

Other funds holding DVN

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Premier Path Wealth Partners's DVN Position: Q2 2026 in Review

Premier Path Wealth Partners opened a new position in Devon Energy (DVN) in Q2 2026: 5,900 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #379 among its holdings. This is a return to the name: Premier Path Wealth Partners previously reported a position in DVN as recently as Q2 2024.

Premier Path Wealth Partners first reported a position in DVN in Q1 2024 and has held it in 3 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Premier Path Wealth Partners held 5,900 shares of Devon Energy worth $244K as of Q2 2026.
  • Devon Energy was a new Premier Path Wealth Partners position in Q2 2026.
  • Devon Energy made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #379 holding.
  • Premier Path Wealth Partners first reported a position in Devon Energy in Q1 2024 and has held it in 3 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.