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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
2023
Q2 		– Hold
0
– -$405K – 463
2023
Q1 		– Hold
0
– – – 264

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
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
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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. 625 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.
  • 625 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.