QPWM
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Quadrant Private Wealth Management’s Devon Energy DVN Stock Holding History

Quadrant Private Wealth Management’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 		$301K Sell
5,973
-48
-0.8% -$2.06K 0.05% 228
2025
Q4 		$221K Buy
+6,021
New +$210K 0.04% 255

Other funds holding DVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

Quadrant Private Wealth Management's DVN Position: Q1 2026 in Review

Quadrant Private Wealth Management reduced its Devon Energy (DVN) stake by 0.8% in Q1 2026, selling an estimated $2.06K and leaving 5,973 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #228.

Quadrant Private Wealth Management first reported a position in DVN in Q4 2025 and has held it in 2 quarters since. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Quadrant Private Wealth Management held 5,973 shares of Devon Energy worth $301K as of Q1 2026.
  • Quadrant Private Wealth Management sold 48 Devon Energy shares in Q1 2026, an estimated $2.06K.
  • Devon Energy made up 0.05% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Quadrant Private Wealth Management first reported a position in Devon Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.