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Strategic Wealth Advisors’s Devon Energy DVN Stock Holding History

Strategic Wealth Advisors’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 		$0 Buy
20
+10
+100% +$463 ﹤0.01% 262
2026
Q1 		$0 Sell
10
-10
-50% -$429 ﹤0.01% 264
2025
Q4 		$0 Buy
+20
New +$698 ﹤0.01% 256

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

Strategic Wealth Advisors's DVN Position: Q2 2026 in Review

Strategic Wealth Advisors increased its Devon Energy (DVN) stake by 100% in Q2 2026, buying an estimated $463 and bringing the position to 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Strategic Wealth Advisors first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Strategic Wealth Advisors held 20 shares of Devon Energy worth $0 as of Q2 2026.
  • Strategic Wealth Advisors bought 10 Devon Energy shares in Q2 2026, an estimated $463.
  • Devon Energy made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • Strategic Wealth Advisors first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.