TWPM
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Total Wealth Planning & Management’s Devon Energy DVN Stock Holding History

Total Wealth Planning & 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
Q1 		$1.02M Sell
20,187
-648
-3% -$27.8K 0.75% 39
2025
Q4 		$763K Buy
+20,835
New +$727K 0.57% 48
2025
Q2 		$641K Buy
20,160
+7,779
+63% +$248K 0.52% 58
2025
Q1 		$463K Buy
12,381
+4,049
+49% +$144K 0.44% 73
2024
Q4 		$273K Buy
+8,332
New +$314K 0.25% 150

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

Total Wealth Planning & Management's DVN Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Devon Energy (DVN) stake by 3.1% in Q1 2026, selling an estimated $27.8K and leaving 20,187 shares worth $1.02M. The position accounts for 0.75% of the portfolio, ranked #39.

Total Wealth Planning & Management first reported a position in DVN in Q4 2024 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Total Wealth Planning & Management held 20,187 shares of Devon Energy worth $1.02M as of Q1 2026.
  • Total Wealth Planning & Management sold 648 Devon Energy shares in Q1 2026, an estimated $27.8K.
  • Devon Energy made up 0.75% of Total Wealth Planning & Management's portfolio in Q1 2026, its #39 holding.
  • Total Wealth Planning & Management first reported a position in Devon Energy in Q4 2024 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 Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.