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Spire Wealth Management’s Devon Energy DVN Stock Holding History

Spire 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
Q2 		$162K Buy
3,923
+1,912
+95% +$88.6K ﹤0.01% 848
2026
Q1 		$101K Buy
2,011
+2
+0.1% +$86 ﹤0.01% 954
2025
Q4 		$73.6K Buy
2,009
+31
+2% +$1.08K ﹤0.01% 1073
2025
Q3 		$69.3K Sell
1,978
-1,278
-39% -$43.5K ﹤0.01% 1125
2025
Q2 		$104K Sell
3,256
-22
-0.7% -$701 ﹤0.01% 956
2025
Q1 		$123K Sell
3,278
-510
-13% -$18.1K ﹤0.01% 965
2024
Q4 		$124K Buy
3,788
+20
+0.5% +$753 ﹤0.01% 961
2024
Q3 		$147K Sell
3,768
-1,992
-35% -$87.7K 0.01% 810
2024
Q2 		$273K Sell
5,760
-2,324
-29% -$116K 0.01% 638
2024
Q1 		$406K Buy
8,084
+36
+0.4% +$1.6K 0.01% 574
2023
Q4 		$330K Sell
8,048
-5,021
-38% -$230K 0.01% 621
2023
Q3 		$623K Buy
13,069
+1,191
+10% +$60K 0.02% 431
2023
Q2 		$574K Sell
11,878
-1,897
-14% -$95.4K 0.02% 461
2023
Q1 		$697K Buy
13,775
+1,793
+15% +$102K 0.03% 408
2022
Q4 		$737K Buy
11,982
+2,141
+22% +$146K 0.04% 280
2022
Q3 		$592K Buy
9,841
+547
+6% +$34K 0.04% 299
2022
Q2 		$512K Buy
9,294
+5,032
+118% +$329K 0.02% 466
2022
Q1 		$252K Sell
4,262
-1,653
-28% -$89.5K 0.01% 788
2021
Q4 		$261K Buy
5,915
+3,793
+179% +$158K 0.01% 973
2021
Q3 		$75K Buy
2,122
+1,600
+307% +$45.4K ﹤0.01% 1307
2021
Q2 		$15K Sell
522
-1,416
-73% -$36.6K ﹤0.01% 1980
2021
Q1 		$44K Buy
+1,938
New +$39.9K ﹤0.01% 1787

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

Spire Wealth Management's DVN Position: Q2 2026 in Review

Spire Wealth Management increased its Devon Energy (DVN) stake by 95% in Q2 2026, buying an estimated $88.6K and bringing the position to 3,923 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Spire Wealth Management first reported a position in DVN in Q1 2021 and has held it in 22 quarters since. The position peaked at $737K in Q4 2022. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Spire Wealth Management held 3,923 shares of Devon Energy worth $162K as of Q2 2026.
  • Spire Wealth Management bought 1,912 Devon Energy shares in Q2 2026, an estimated $88.6K.
  • Devon Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #848 holding.
  • Spire Wealth Management first reported a position in Devon Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Devon Energy position peaked at $737K in Q4 2022.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.