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

Redwood 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 		– Sell
-7,980
Closed -$402K – 35
2026
Q1 		$402K Buy
7,980
+5
+0.1% +$214 0.17% 104
2025
Q4 		$292K Buy
7,975
+133
+2% +$4.64K 0.12% 134
2025
Q3 		$275K Sell
7,842
-427
-5% -$14.5K 0.12% 144
2025
Q2 		$263K Hold
8,269
– – 0.12% 149
2025
Q1 		$309K Buy
8,269
+128
+2% +$4.54K 0.16% 120
2024
Q4 		$266K Buy
8,141
+309
+4% +$11.6K 0.13% 133
2024
Q3 		$306K Sell
7,832
-457
-6% -$20.1K 0.15% 126
2024
Q2 		$393K Buy
8,289
+377
+5% +$18.8K 0.3% 79
2024
Q1 		$397K Buy
7,912
+2,326
+42% +$103K 0.42% 72
2023
Q4 		$253K Buy
5,586
+860
+18% +$39.4K 0.28% 98
2023
Q3 		$225K Buy
4,726
+298
+7% +$15K 0.26% 106
2023
Q2 		$214K Sell
4,428
-119
-3% -$5.98K 0.24% 115
2023
Q1 		$230K Buy
4,547
+875
+24% +$49.8K 0.26% 113
2022
Q4 		$226K Buy
+3,672
New +$250K 0.28% 100

Other funds holding DVN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 7,980 shares — an estimated $402K sold.

Redwood Wealth Management Group first reported a position in DVN in Q4 2022 and held it in 14 quarters. The position peaked at $402K in Q1 2026. 775 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 7,980 Devon Energy shares in Q2 2026, an estimated $402K.
  • Redwood Wealth Management Group first reported a position in Devon Energy in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Devon Energy position peaked at $402K in Q1 2026.
  • 775 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.