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Straight Path Wealth Management’s Devon Energy DVN Stock Holding History

Straight Path 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 		$215K Buy
5,200
+200
+4% +$9.27K 0.05% 131
2026
Q1 		$252K Buy
+5,000
New +$214K 0.07% 106
2024
Q4 		– Sell
-15,900
Closed -$622K – 97
2024
Q3 		$622K Buy
15,900
+11,200
+238% +$493K 0.27% 37
2024
Q2 		$223K Buy
4,700
+700
+18% +$34.8K 0.11% 84
2024
Q1 		$201K Buy
+4,000
New +$178K 0.11% 85

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

Straight Path Wealth Management's DVN Position: Q2 2026 in Review

Straight Path Wealth Management increased its Devon Energy (DVN) stake by 4% in Q2 2026, buying an estimated $9.27K and bringing the position to 5,200 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #131.

Straight Path Wealth Management first reported a position in DVN in Q1 2024 and has held it in 5 quarters since. The position peaked at $622K in Q3 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Straight Path Wealth Management held 5,200 shares of Devon Energy worth $215K as of Q2 2026.
  • Straight Path Wealth Management bought 200 Devon Energy shares in Q2 2026, an estimated $9.27K.
  • Devon Energy made up 0.05% of Straight Path Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Straight Path Wealth Management first reported a position in Devon Energy in Q1 2024 and has held it in 5 quarters since.
  • Straight Path Wealth Management's Devon Energy position peaked at $622K in Q3 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.