SMA
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Sage Mountain Advisors’s Devon Energy DVN Stock Holding History

Sage Mountain 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
Q2 		– Sell
-5,930
Closed -$222K – 510
2025
Q1 		$222K Buy
+5,930
New +$211K 0.02% 358
2024
Q3 		– Sell
-4,221
Closed -$200K – 491
2024
Q2 		$200K Buy
+4,221
New +$210K 0.02% 336
2023
Q4 		– Sell
-4,206
Closed -$201K – 362
2023
Q3 		$201K Buy
+4,206
New +$212K 0.03% 255

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sage Mountain Advisors's DVN Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Devon Energy (DVN) in Q2 2025, closing a stake of 5,930 shares — an estimated $222K sold.

Sage Mountain Advisors first reported a position in DVN in Q3 2023 and held it in 3 quarters. The position peaked at $222K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold DVN as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Devon Energy position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,930 Devon Energy shares in Q2 2025, an estimated $222K.
  • Sage Mountain Advisors first reported a position in Devon Energy in Q3 2023 and held it in 3 quarters.
  • Sage Mountain Advisors's Devon Energy position peaked at $222K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Devon Energy as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.