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Strategic Wealth Partners’s Devon Energy DVN Stock Holding History

Strategic Wealth Partners’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 		$35.1K Buy
849
+187
+28% +$8.67K ﹤0.01% 613
2026
Q1 		$33.3K Hold
662
– – ﹤0.01% 597
2025
Q4 		$24.2K Buy
662
+361
+120% +$12.6K ﹤0.01% 655
2025
Q3 		$10.6K Hold
301
– – ﹤0.01% 881
2025
Q2 		$9.58K Buy
+301
New +$9.59K ﹤0.01% 794
2019
Q3 		– Sell
-79
Closed -$2K – 737
2019
Q2 		$2K Hold
79
– – ﹤0.01% 690
2019
Q1 		$2K Buy
+79
New +$2.21K ﹤0.01% 714

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 Partners's DVN Position: Q2 2026 in Review

Strategic Wealth Partners increased its Devon Energy (DVN) stake by 28% in Q2 2026, buying an estimated $8.67K and bringing the position to 849 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Strategic Wealth Partners first reported a position in DVN in Q1 2019 and has held it in 7 quarters since. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Strategic Wealth Partners held 849 shares of Devon Energy worth $35.1K as of Q2 2026.
  • Strategic Wealth Partners bought 187 Devon Energy shares in Q2 2026, an estimated $8.67K.
  • Devon Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #613 holding.
  • Strategic Wealth Partners first reported a position in Devon Energy in Q1 2019 and has held it in 7 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.