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Ritholtz Wealth Management’s Devon Energy DVN Stock Holding History

Ritholtz 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
Q2 		$4.76M Buy
115,137
+9,907
+9% +$459K 0.07% 194
2026
Q1 		$5.3M Buy
105,230
+38,408
+57% +$1.65M 0.09% 147
2025
Q4 		$2.45M Sell
66,822
-9,531
-12% -$333K 0.04% 301
2025
Q3 		$2.68M Buy
76,353
+21,083
+38% +$718K 0.05% 256
2025
Q2 		$1.76M Sell
55,270
-1,710
-3% -$54.5K 0.04% 326
2025
Q1 		$2.13M Buy
56,980
+28,046
+97% +$996K 0.06% 241
2024
Q4 		$947K Sell
28,934
-3,292
-10% -$124K 0.03% 376
2024
Q3 		$1.26M Buy
32,226
+21,920
+213% +$965K 0.04% 324
2024
Q2 		$489K Buy
+10,306
New +$513K 0.02% 534
2023
Q4 		– Sell
-7,706
Closed -$368K – 768
2023
Q3 		$368K Buy
+7,706
New +$388K 0.02% 511
2023
Q2 		– Sell
-4,098
Closed -$207K – 680
2023
Q1 		$207K Sell
4,098
-9,974
-71% -$568K 0.01% 596
2022
Q4 		$866K Sell
14,072
-8,392
-37% -$572K 0.05% 261
2022
Q3 		$1.35M Buy
22,464
+7,404
+49% +$460K 0.07% 193
2022
Q2 		$830K Buy
15,060
+4,471
+42% +$292K 0.05% 224
2022
Q1 		$626K Buy
10,589
+6,339
+149% +$343K 0.04% 264
2021
Q4 		$187K Buy
+4,250
New +$177K 0.01% 507

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

Ritholtz Wealth Management's DVN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Devon Energy (DVN) stake by 9.4% in Q2 2026, buying an estimated $459K and bringing the position to 115,137 shares worth $4.76M. The position accounts for 0.07% of the portfolio, ranked #194.

Ritholtz Wealth Management first reported a position in DVN in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.3M in Q1 2026. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Ritholtz Wealth Management held 115,137 shares of Devon Energy worth $4.76M as of Q2 2026.
  • Ritholtz Wealth Management bought 9,907 Devon Energy shares in Q2 2026, an estimated $459K.
  • Devon Energy made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Ritholtz Wealth Management first reported a position in Devon Energy in Q4 2021 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's Devon Energy position peaked at $5.3M in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.