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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
2022
Q1 		– Sell
-1,000
Closed -$48K – 569
2021
Q4 		$48K Buy
+1,000
New +$41.6K ﹤0.01% 547

Other funds holding DVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

Ritholtz Wealth Management's DVN Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Devon Energy (DVN) stake by 57% in Q1 2026, buying an estimated $1.65M and bringing the position to 105,230 shares worth $5.3M. The position accounts for 0.09% of the portfolio, ranked #147.

Ritholtz Wealth Management first reported a position in DVN in Q4 2021 and has held it in 15 quarters since. 1,247 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Ritholtz Wealth Management held 105,230 shares of Devon Energy worth $5.3M as of Q1 2026.
  • Ritholtz Wealth Management bought 38,408 Devon Energy shares in Q1 2026, an estimated $1.65M.
  • Devon Energy made up 0.09% of Ritholtz Wealth Management's portfolio in Q1 2026, its #147 holding.
  • Ritholtz Wealth Management first reported a position in Devon Energy in Q4 2021 and has held it in 15 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.