Private Wealth Asset Management’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
$417K Buy
+10,087
New +$468K 0.04% 193
2026
Q1
Sell
-8
Closed -$343 922
2025
Q4
$308 Hold
8
﹤0.01% 930
2025
Q3
$295 Buy
8
+2
+33% +$68 ﹤0.01% 929
2025
Q2
$191 Sell
6
-21
-78% -$669 ﹤0.01% 989
2025
Q1
$1.01K Buy
+27
New +$958 ﹤0.01% 886

Other funds holding DVN

Private Wealth Asset Management's DVN Position: Q2 2026 in Review

Private Wealth Asset Management opened a new position in Devon Energy (DVN) in Q2 2026: 10,087 shares worth $417K. The stake represents 0.04% of the portfolio and ranks #193 among its holdings. This is a return to the name: Private Wealth Asset Management previously reported a position in DVN as recently as Q4 2025.

Private Wealth Asset Management first reported a position in DVN in Q1 2025 and has held it in 5 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Private Wealth Asset Management held 10,087 shares of Devon Energy worth $417K as of Q2 2026.
  • Devon Energy was a new Private Wealth Asset Management position in Q2 2026.
  • Devon Energy made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #193 holding.
  • Private Wealth Asset Management first reported a position in Devon Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.