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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

Strategies Wealth Advisors's DVN Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Devon Energy (DVN) stake by 13% in Q1 2026, buying an estimated $64.8K and bringing the position to 13,282 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #82.

Strategies Wealth Advisors first reported a position in DVN in Q1 2025 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Strategies Wealth Advisors held 13,282 shares of Devon Energy worth $668K as of Q1 2026.
  • Strategies Wealth Advisors bought 1,512 Devon Energy shares in Q1 2026, an estimated $64.8K.
  • Devon Energy made up 0.07% of Strategies Wealth Advisors's portfolio in Q1 2026, its #82 holding.
  • Strategies Wealth Advisors first reported a position in Devon Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.