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Strategies Wealth Advisors’s Devon Energy DVN Stock Holding History

Strategies 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 		$576K Buy
13,943
+661
+5% +$30.6K 0.05% 110
2026
Q1 		$668K Buy
13,282
+1,512
+13% +$64.8K 0.07% 82
2025
Q4 		$431K Buy
11,770
+68
+0.6% +$2.37K 0.04% 112
2025
Q3 		$410K Buy
11,702
+68
+0.6% +$2.31K 0.04% 121
2025
Q2 		$370K Buy
11,634
+76
+0.7% +$2.42K 0.04% 123
2025
Q1 		$432K Buy
+11,558
New +$410K 0.05% 109

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

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

Strategies Wealth Advisors increased its Devon Energy (DVN) stake by 5% in Q2 2026, buying an estimated $30.6K and bringing the position to 13,943 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #110.

Strategies Wealth Advisors first reported a position in DVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $668K in Q1 2026. 1,465 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Strategies Wealth Advisors held 13,943 shares of Devon Energy worth $576K as of Q2 2026.
  • Strategies Wealth Advisors bought 661 Devon Energy shares in Q2 2026, an estimated $30.6K.
  • Devon Energy made up 0.05% of Strategies Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Strategies Wealth Advisors first reported a position in Devon Energy in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Devon Energy position peaked at $668K in Q1 2026.
  • 1,465 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.