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Sowell Financial Services’s Devon Energy DVN Stock Holding History

Sowell Financial Services’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 		$747K Buy
18,088
+4,469
+33% +$207K 0.02% 535
2026
Q1 		$685K Sell
13,619
-458
-3% -$19.6K 0.03% 533
2025
Q4 		$516K Buy
14,077
+1,403
+11% +$49K 0.02% 635
2025
Q3 		$444K Sell
12,674
-864
-6% -$29.4K 0.02% 665
2025
Q2 		$431K Sell
13,538
-17,461
-56% -$556K 0.02% 656
2025
Q1 		$1.16M Buy
30,999
+183
+0.6% +$6.5K 0.05% 353
2024
Q4 		$1.01M Sell
30,816
-6,884
-18% -$259K 0.05% 308
2024
Q3 		$1.48M Sell
37,700
-4,916
-12% -$216K 0.07% 283
2024
Q2 		$2.02M Sell
42,616
-3,157
-7% -$157K 0.1% 219
2024
Q1 		$2.3M Buy
45,773
+4,888
+12% +$217K 0.11% 199
2023
Q4 		$1.85M Buy
40,885
+2,738
+7% +$125K 0.1% 225
2023
Q3 		$1.82M Buy
38,147
+11,122
+41% +$560K 0.11% 199
2023
Q2 		$1.31M Buy
27,025
+1,413
+6% +$71K 0.07% 306
2023
Q1 		$1.3M Buy
25,612
+3,719
+17% +$212K 0.1% 247
2022
Q4 		$1.35M Buy
21,893
+1,745
+9% +$119K 0.09% 260
2022
Q3 		$1.21M Sell
20,148
-19,706
-49% -$1.22M 0.12% 213
2022
Q2 		$2.2M Buy
39,854
+17,121
+75% +$1.12M 0.2% 99
2022
Q1 		$1.34M Buy
22,733
+3,313
+17% +$179K 0.23% 73
2021
Q4 		$855K Buy
+19,420
New +$808K 0.05% 357
2021
Q2 		– Sell
-4,025
Closed -$102K – 1101
2021
Q1 		$102K Sell
4,025
-12,737
-76% -$262K ﹤0.01% 1357
2020
Q4 		$265K Buy
16,762
+9,046
+117% +$112K 0.01% 745
2020
Q3 		$73K Buy
7,716
+1,320
+21% +$13.9K ﹤0.01% 1087
2020
Q2 		$73K Buy
6,396
+5,587
+691% +$63.7K ﹤0.01% 1060
2020
Q1 		$6K Hold
809
– – ﹤0.01% 1756
2019
Q4 		$21K Buy
809
+259
+47% +$5.83K ﹤0.01% 1415
2019
Q3 		$13K Buy
+550
New +$13.8K ﹤0.01% 1432
2017
Q1 		– Sell
-2,429
Closed -$107K – 330
2016
Q4 		$107K Buy
+2,429
New +$107K 0.04% 262

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

Sowell Financial Services's DVN Position: Q2 2026 in Review

Sowell Financial Services increased its Devon Energy (DVN) stake by 33% in Q2 2026, buying an estimated $207K and bringing the position to 18,088 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #535.

Sowell Financial Services first reported a position in DVN in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.3M in Q1 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Sowell Financial Services held 18,088 shares of Devon Energy worth $747K as of Q2 2026.
  • Sowell Financial Services bought 4,469 Devon Energy shares in Q2 2026, an estimated $207K.
  • Devon Energy made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #535 holding.
  • Sowell Financial Services first reported a position in Devon Energy in Q4 2016 and has held it in 27 quarters since.
  • Sowell Financial Services's Devon Energy position peaked at $2.3M in Q1 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.