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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
Q2 		$736K Sell
17,819
-2,368
-12% -$110K 0.5% 58
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 $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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's DVN Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Devon Energy (DVN) stake by 12% in Q2 2026, selling an estimated $110K and leaving 17,819 shares worth $736K. The position accounts for 0.5% of the portfolio, ranked #58.

Total Wealth Planning & Management first reported a position in DVN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2026. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Total Wealth Planning & Management held 17,819 shares of Devon Energy worth $736K as of Q2 2026.
  • Total Wealth Planning & Management sold 2,368 Devon Energy shares in Q2 2026, an estimated $110K.
  • Devon Energy made up 0.5% of Total Wealth Planning & Management's portfolio in Q2 2026, its #58 holding.
  • Total Wealth Planning & Management first reported a position in Devon Energy in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Devon Energy position peaked at $1.02M in Q1 2026.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.