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Simplicity Wealth’s Devon Energy DVN Stock Holding History

Simplicity Wealth’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 		$622K Buy
+15,044
New +$697K 0.02% 560
2024
Q3 		– Sell
-11,870
Closed -$563K – 686
2024
Q2 		$563K Buy
11,870
+416
+4% +$20.7K 0.01% 707
2024
Q1 		$575K Buy
+11,454
New +$508K 0.01% 682

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

Simplicity Wealth's DVN Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Devon Energy (DVN) in Q2 2026: 15,044 shares worth $622K. The stake represents 0.02% of the portfolio and ranks #560 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DVN as recently as Q2 2024.

Simplicity Wealth first reported a position in DVN in Q1 2024 and has held it in 3 quarters since. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Simplicity Wealth held 15,044 shares of Devon Energy worth $622K as of Q2 2026.
  • Devon Energy was a new Simplicity Wealth position in Q2 2026.
  • Devon Energy made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #560 holding.
  • Simplicity Wealth first reported a position in Devon Energy in Q1 2024 and has held it in 3 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.