Smallwood Wealth Investment Management’s Devon Energy DVN Stock Holding History

Smallwood Wealth Investment 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 Q2	$2.89K	Buy	+70	New	+$3.24K	﹤0.01%	390

Other funds holding DVN

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Smallwood Wealth Investment Management's DVN Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Devon Energy (DVN) in Q2 2026: 70 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings.

666 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

Smallwood Wealth Investment Management held 70 shares of Devon Energy worth $2.89K as of Q2 2026.
Devon Energy was a new Smallwood Wealth Investment Management position in Q2 2026.
Devon Energy made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #390 holding.
666 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.