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Rise Advisors’s Devon Energy DVN Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-1,968
Closed -$69K – 490
2025
Q3 		$69K Buy
1,968
+1,072
+120% +$36.5K 0.02% 207
2025
Q2 		$28.5K Sell
896
-386
-30% -$12.3K 0.01% 363
2025
Q1 		$48K Buy
1,282
+100
+8% +$3.55K 0.02% 233
2024
Q4 		$38.7K Sell
1,182
-44
-4% -$1.66K 0.02% 300
2024
Q3 		$47.9K Buy
1,226
+68
+6% +$2.99K 0.02% 247
2024
Q2 		$54.9K Buy
1,158
+9
+0.8% +$448 0.03% 222
2024
Q1 		$57.7K Buy
1,149
+431
+60% +$19.1K 0.03% 209
2023
Q4 		$32.5K Buy
718
+669
+1,365% +$30.6K 0.02% 208
2023
Q3 		$2.35K Hold
49
– – ﹤0.01% 449
2023
Q2 		$2.35K Sell
49
-43
-47% -$2.16K ﹤0.01% 499
2023
Q1 		$4.67K Buy
92
+1
+1% +$57 ﹤0.01% 455
2022
Q4 		$5.58K Buy
91
+2
+2% +$136 ﹤0.01% 429
2022
Q3 		$5K Buy
89
+3
+3% +$186 ﹤0.01% 431
2022
Q2 		$5K Sell
86
-14
-14% -$914 0.01% 434
2022
Q1 		$6K Buy
100
+42
+72% +$2.27K 0.01% 391
2021
Q4 		$2.55K Buy
+58
New +$2.41K ﹤0.01% 501

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP
EnCap Partners Houston, Texas $383M AUM 10.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Rise Advisors's DVN Position: Q4 2025 in Review

Rise Advisors sold out of Devon Energy (DVN) in Q4 2025, closing a stake of 1,968 shares — an estimated $69K sold.

Rise Advisors first reported a position in DVN in Q4 2021 and held it in 16 quarters. The position peaked at $69K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold DVN as of Q4 2025.

  • Rise Advisors reported no remaining Devon Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,968 Devon Energy shares in Q4 2025, an estimated $69K.
  • Rise Advisors first reported a position in Devon Energy in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Devon Energy position peaked at $69K in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held Devon Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.