Principia Wealth Advisory’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.96K Buy
120
+36
+43% +$1.67K ﹤0.01% 374
2026
Q1
$4.23K Buy
84
+23
+38% +$986 ﹤0.01% 333
2025
Q4
$2.23K Sell
61
-1
-2% -$35 ﹤0.01% 432
2025
Q3
$2.17K Buy
62
+6
+11% +$204 ﹤0.01% 423
2025
Q2
$1.78K Buy
56
+44
+367% +$1.4K ﹤0.01% 415
2025
Q1
$373 Sell
12
-5
-29% -$177 ﹤0.01% 647
2024
Q4
$556 Buy
+17
New +$640 ﹤0.01% 515

Other funds holding DVN

Principia Wealth Advisory's DVN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Devon Energy (DVN) stake by 43% in Q2 2026, buying an estimated $1.67K and bringing the position to 120 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Principia Wealth Advisory first reported a position in DVN in Q4 2024 and has held it in 7 quarters since. 1,460 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Principia Wealth Advisory held 120 shares of Devon Energy worth $4.96K as of Q2 2026.
  • Principia Wealth Advisory bought 36 Devon Energy shares in Q2 2026, an estimated $1.67K.
  • Devon Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #374 holding.
  • Principia Wealth Advisory first reported a position in Devon Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.