Retirement Wealth Solutions
DVN icon

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
Q3 		$8.33K Buy
181
+52
+40% +$2.39K ﹤0.01% 292
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Retirement Wealth Solutions's DVN Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Devon Energy (DVN) stake by 40% in Q3 2026, buying an estimated $2.39K and bringing the position to 181 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Retirement Wealth Solutions first reported a position in DVN in Q3 2025 and has held it in 5 quarters since. 1,261 funds tracked by Wall St. Rank hold DVN as of Q3 2026.

  • Retirement Wealth Solutions held 181 shares of Devon Energy worth $8.33K as of Q3 2026.
  • Retirement Wealth Solutions bought 52 Devon Energy shares in Q3 2026, an estimated $2.39K.
  • Devon Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #292 holding.
  • Retirement Wealth Solutions first reported a position in Devon Energy in Q3 2025 and has held it in 5 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Devon Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.