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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $1.66T AUM 25.57% 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 $481B AUM 30.42% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

SFMG Wealth Advisors's DVN Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of Devon Energy (DVN) in Q4 2025, closing a stake of 58,948 shares — an estimated $2.07M sold.

SFMG Wealth Advisors first reported a position in DVN in Q4 2013 and held it in 24 quarters. The position peaked at $3.24M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold DVN as of Q4 2025.

  • SFMG Wealth Advisors reported no remaining Devon Energy position as of Q4 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 58,948 Devon Energy shares in Q4 2025, an estimated $2.07M.
  • SFMG Wealth Advisors first reported a position in Devon Energy in Q4 2013 and held it in 24 quarters.
  • SFMG Wealth Advisors's Devon Energy position peaked at $3.24M in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held Devon Energy as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.