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Principle Wealth Partners’s Devon Energy DVN Stock Holding History

Principle 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
Q1 		– Sell
-7,730
Closed -$283K – 384
2025
Q4 		$283K Sell
7,730
-1,550
-17% -$54.1K 0.02% 327
2025
Q3 		$325K Hold
9,280
– – 0.02% 297
2025
Q2 		$295K Sell
9,280
-645
-6% -$20.5K 0.02% 309
2025
Q1 		$371K Buy
+9,925
New +$352K 0.03% 251
2023
Q2 		– Sell
-4,270
Closed -$216K – 325
2023
Q1 		$216K Buy
4,270
+690
+19% +$39.3K 0.02% 301
2022
Q4 		$220K Hold
3,580
– – 0.03% 292
2022
Q3 		$215 Buy
+3,580
New +$222K 0.02% 280

Other funds holding DVN

BlackRock
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM

Principle Wealth Partners's DVN Position: Q1 2026 in Review

Principle Wealth Partners sold out of Devon Energy (DVN) in Q1 2026, closing a stake of 7,730 shares — an estimated $283K sold.

Principle Wealth Partners first reported a position in DVN in Q3 2022 and held it in 7 quarters. The position peaked at $371K in Q1 2025. 1,254 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Principle Wealth Partners reported no remaining Devon Energy position as of Q1 2026 after selling out during the quarter.
  • Principle Wealth Partners sold 7,730 Devon Energy shares in Q1 2026, an estimated $283K.
  • Principle Wealth Partners first reported a position in Devon Energy in Q3 2022 and held it in 7 quarters.
  • Principle Wealth Partners's Devon Energy position peaked at $371K in Q1 2025.
  • 1,254 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.