SW
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SteelPeak Wealth’s Devon Energy DVN Stock Holding History

SteelPeak 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 		$272K Sell
6,578
-184
-3% -$8.53K 0.01% 554
2026
Q1 		$340K Buy
+6,762
New +$290K 0.01% 438
2024
Q4 		– Sell
-21,432
Closed -$838K – 586
2024
Q3 		$838K Buy
+21,432
New +$944K 0.04% 253
2023
Q3 		– Sell
-8,961
Closed -$433K – 466
2023
Q2 		$433K Sell
8,961
-70
-0.8% -$3.52K 0.03% 264
2023
Q1 		$457K Buy
9,031
+3,353
+59% +$191K 0.03% 253
2022
Q4 		$349K Buy
+5,678
New +$387K 0.03% 290
2022
Q2 		– Sell
-3,677
Closed -$217K – 424
2022
Q1 		$217K Buy
+3,677
New +$199K 0.01% 388

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

SteelPeak Wealth's DVN Position: Q2 2026 in Review

SteelPeak Wealth reduced its Devon Energy (DVN) stake by 2.7% in Q2 2026, selling an estimated $8.53K and leaving 6,578 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #554.

SteelPeak Wealth first reported a position in DVN in Q1 2022 and has held it in 7 quarters since. The position peaked at $838K in Q3 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • SteelPeak Wealth held 6,578 shares of Devon Energy worth $272K as of Q2 2026.
  • SteelPeak Wealth sold 184 Devon Energy shares in Q2 2026, an estimated $8.53K.
  • Devon Energy made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #554 holding.
  • SteelPeak Wealth first reported a position in Devon Energy in Q1 2022 and has held it in 7 quarters since.
  • SteelPeak Wealth's Devon Energy position peaked at $838K in Q3 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.