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Spartan Wealth Advisory Services LLC’s Devon Energy DVN Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.35M Buy
32,788
+1,781
+6% +$82.5K 0.11% 145
2026
Q1 		$1.56M Buy
+31,007
New +$1.33M 0.14% 126

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's DVN Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Devon Energy (DVN) stake by 5.7% in Q2 2026, buying an estimated $82.5K and bringing the position to 32,788 shares worth $1.35M. The position accounts for 0.11% of the portfolio, ranked #145.

Spartan Wealth Advisory Services LLC first reported a position in DVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.56M in Q1 2026. 1,374 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 32,788 shares of Devon Energy worth $1.35M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,781 Devon Energy shares in Q2 2026, an estimated $82.5K.
  • Devon Energy made up 0.11% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #145 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Devon Energy in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Devon Energy position peaked at $1.56M in Q1 2026.
  • 1,374 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.