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Private Wealth Management Group’s Devon Energy DVN Stock Holding History

Private Wealth Management Group’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 		$23.4K Buy
567
+169
+42% +$7.83K 0.01% 340
2026
Q1 		$20K Hold
398
– – 0.01% 340
2025
Q4 		$14.6K Hold
398
– – ﹤0.01% 401
2025
Q3 		$14K Hold
398
– – ﹤0.01% 424
2025
Q2 		$12.7K Buy
398
+82
+26% +$2.61K ﹤0.01% 422
2025
Q1 		$11.8K Hold
316
– – ﹤0.01% 420
2024
Q4 		$10.3K Buy
316
+29
+10% +$1.09K ﹤0.01% 459
2024
Q3 		$11.2K Sell
287
-394
-58% -$17.3K ﹤0.01% 426
2024
Q2 		$32.3K Sell
681
-106
-13% -$5.27K 0.01% 204
2024
Q1 		$39.5K Sell
787
-94
-11% -$4.17K 0.02% 184
2023
Q4 		$39.9K Buy
+881
New +$40.3K 0.02% 182

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
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

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

Private Wealth Management Group increased its Devon Energy (DVN) stake by 42% in Q2 2026, buying an estimated $7.83K and bringing the position to 567 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #340.

Private Wealth Management Group first reported a position in DVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.9K in Q4 2023. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Private Wealth Management Group held 567 shares of Devon Energy worth $23.4K as of Q2 2026.
  • Private Wealth Management Group bought 169 Devon Energy shares in Q2 2026, an estimated $7.83K.
  • Devon Energy made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #340 holding.
  • Private Wealth Management Group first reported a position in Devon Energy in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Devon Energy position peaked at $39.9K in Q4 2023.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.