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Retirement Wealth Solutions’s Devon Energy DVN Stock Holding History

Retirement Wealth Solutions’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 		$5.33K Buy
129
+51
+65% +$2.36K ﹤0.01% 328
2026
Q1 		$3.92K Buy
78
+65
+500% +$2.79K ﹤0.01% 368
2025
Q4 		$477 Sell
13
-13
-50% -$454 ﹤0.01% 684
2025
Q3 		$912 Buy
+26
New +$885 ﹤0.01% 582

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

Retirement Wealth Solutions's DVN Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Devon Energy (DVN) stake by 65% in Q2 2026, buying an estimated $2.36K and bringing the position to 129 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Retirement Wealth Solutions first reported a position in DVN in Q3 2025 and has held it in 4 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Retirement Wealth Solutions held 129 shares of Devon Energy worth $5.33K as of Q2 2026.
  • Retirement Wealth Solutions bought 51 Devon Energy shares in Q2 2026, an estimated $2.36K.
  • Devon Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #328 holding.
  • Retirement Wealth Solutions first reported a position in Devon Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.