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SFMG Wealth Advisors’s Devon Energy DVN Stock Holding History

SFMG Wealth 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
2026
Q2 		$344K Buy
+8,313
New +$385K 0.02% 235
2025
Q4 		– Sell
-58,948
Closed -$2.07M – 315
2025
Q3 		$2.07M Buy
58,948
+520
+0.9% +$17.7K 0.14% 71
2025
Q2 		$1.86M Buy
58,428
+2,199
+4% +$70K 0.14% 75
2025
Q1 		$2.1M Sell
56,229
-5,957
-10% -$211K 0.17% 69
2024
Q4 		$2.04M Sell
62,186
-2,685
-4% -$101K 0.16% 69
2024
Q3 		$2.54M Buy
64,871
+294
+0.5% +$12.9K 0.21% 58
2024
Q2 		$3.06M Sell
64,577
-41
-0.1% -$2.04K 0.27% 50
2024
Q1 		$3.24M Sell
64,618
-158
-0.2% -$7.01K 0.28% 51
2023
Q4 		$2.93M Buy
64,776
+16,653
+35% +$762K 0.27% 51
2023
Q3 		$2.3M Sell
48,123
-875
-2% -$44.1K 0.24% 57
2023
Q2 		$2.37M Buy
48,998
+8,122
+20% +$408K 0.24% 58
2023
Q1 		$2.07M Buy
40,876
+28,119
+220% +$1.6M 0.22% 63
2022
Q4 		$785K Buy
12,757
+560
+5% +$38.2K 0.09% 103
2022
Q3 		$846K Buy
12,197
+1,413
+13% +$87.8K 0.1% 94
2022
Q2 		$594K Buy
10,784
+47
+0.4% +$3.07K 0.07% 112
2022
Q1 		$635K Buy
10,737
+4,546
+73% +$246K 0.06% 123
2021
Q4 		$273K Buy
6,191
+379
+7% +$15.8K 0.03% 215
2021
Q3 		$206K Buy
+5,812
New +$165K 0.02% 236
2015
Q3 		– Sell
-3,428
Closed -$204K – 116
2015
Q2 		$204K Sell
3,428
-3,879
-53% -$251K 0.05% 110
2015
Q1 		$441K Buy
7,307
+3,880
+113% +$237K 0.04% 108
2014
Q4 		$210K Hold
3,427
– – 0.05% 112
2014
Q3 		$234K Hold
3,427
– – 0.07% 74
2014
Q2 		$272K Hold
3,427
– – 0.09% 64
2014
Q1 		$229K Hold
3,427
– – 0.08% 67
2013
Q4 		$212K Buy
+3,427
New +$210K 0.07% 70

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

SFMG Wealth Advisors's DVN Position: Q2 2026 in Review

SFMG Wealth Advisors opened a new position in Devon Energy (DVN) in Q2 2026: 8,313 shares worth $344K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in DVN as recently as Q3 2025.

SFMG Wealth Advisors first reported a position in DVN in Q4 2013 and has held it in 25 quarters since. The position peaked at $3.24M in Q1 2024. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • SFMG Wealth Advisors held 8,313 shares of Devon Energy worth $344K as of Q2 2026.
  • Devon Energy was a new SFMG Wealth Advisors position in Q2 2026.
  • Devon Energy made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • SFMG Wealth Advisors first reported a position in Devon Energy in Q4 2013 and has held it in 25 quarters since.
  • SFMG Wealth Advisors's Devon Energy position peaked at $3.24M in Q1 2024.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.