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SHP Wealth Management’s Devon Energy DVN Stock Holding History

SHP 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
Q1 		$6.12K Buy
122
+35
+40% +$1.5K ﹤0.01% 1022
2025
Q4 		$3.17K Buy
+87
New +$3.04K ﹤0.01% 1057

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Devon Energy (DVN) stake by 40% in Q1 2026, buying an estimated $1.5K and bringing the position to 122 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

SHP Wealth Management first reported a position in DVN in Q4 2025 and has held it in 2 quarters since. 1,251 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • SHP Wealth Management held 122 shares of Devon Energy worth $6.12K as of Q1 2026.
  • SHP Wealth Management bought 35 Devon Energy shares in Q1 2026, an estimated $1.5K.
  • Devon Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1022 holding.
  • SHP Wealth Management first reported a position in Devon Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.