True Wealth Design’s Devon Energy DVN Stock Holding History

True Wealth Design’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	$181K	Sell	4,374 -772	-15%	-$35.8K	0.04%	132
2026 Q1	$259K	Hold	5,146	–	–	0.07%	69
2025 Q4	$188K	Sell	5,146 -696	-12%	-$24.3K	0.06%	89
2025 Q3	$205K	Buy	5,842 +1,649	+39%	+$56.1K	0.06%	66
2025 Q2	$133K	Buy	4,193 +4,012	+2,217%	+$128K	0.05%	78
2025 Q1	$6.77K	Buy	181 +51	+39%	+$1.81K	﹤0.01%	584
2024 Q4	$4.25K	Sell	130 -987	-88%	-$37.2K	﹤0.01%	562
2024 Q3	$43.7K	Buy	1,117 +1,089	+3,889%	+$47.9K	0.02%	162
2024 Q2	$1.33K	Buy	28 +7	+33%	+$348	﹤0.01%	447
2024 Q1	$1.05K	Buy	21 +9	+75%	+$400	﹤0.01%	455
2023 Q4	$544	Hold	12	–	–	﹤0.01%	455
2023 Q3	$573	Hold	12	–	–	﹤0.01%	399
2023 Q2	$581	Buy	12 +2	+20%	+$101	﹤0.01%	404
2023 Q1	$507	Hold	10	–	–	﹤0.01%	519
2022 Q4	$615	Buy	+10	New	+$682	﹤0.01%	414

Other funds holding DVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's DVN Position: Q2 2026 in Review

True Wealth Design reduced its Devon Energy (DVN) stake by 15% in Q2 2026, selling an estimated $35.8K and leaving 4,374 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #132.

True Wealth Design first reported a position in DVN in Q4 2022 and has held it in 15 quarters since. The position peaked at $259K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

True Wealth Design held 4,374 shares of Devon Energy worth $181K as of Q2 2026.
True Wealth Design sold 772 Devon Energy shares in Q2 2026, an estimated $35.8K.
Devon Energy made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #132 holding.
True Wealth Design first reported a position in Devon Energy in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Devon Energy position peaked at $259K in Q1 2026.
1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.