TWM
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Trueblood Wealth Management’s Devon Energy DVN Stock Holding History

Trueblood Wealth 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 		$390K Buy
9,430
+1,304
+16% +$60.4K 0.14% 180
2026
Q1 		$409K Buy
8,126
+38
+0.5% +$1.63K 0.16% 169
2025
Q4 		$296K Buy
8,088
+53
+0.7% +$1.85K 0.12% 197
2025
Q3 		$282K Sell
8,035
-3,925
-33% -$134K 0.11% 208
2025
Q2 		$380K Buy
11,960
+675
+6% +$21.5K 0.16% 178
2025
Q1 		$422K Sell
11,285
-1,793
-14% -$63.6K 0.2% 146
2024
Q4 		$428K Hold
13,078
– – 0.21% 150
2024
Q3 		$512K Sell
13,078
-1,056
-7% -$46.5K 0.26% 122
2024
Q2 		$670K Buy
14,134
+211
+2% +$10.5K 0.38% 85
2024
Q1 		$699K Buy
13,923
+311
+2% +$13.8K 0.4% 82
2023
Q4 		$617K Buy
+13,612
New +$623K 0.39% 85

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

Trueblood Wealth Management's DVN Position: Q2 2026 in Review

Trueblood Wealth Management increased its Devon Energy (DVN) stake by 16% in Q2 2026, buying an estimated $60.4K and bringing the position to 9,430 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #180.

Trueblood Wealth Management first reported a position in DVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $699K in Q1 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Trueblood Wealth Management held 9,430 shares of Devon Energy worth $390K as of Q2 2026.
  • Trueblood Wealth Management bought 1,304 Devon Energy shares in Q2 2026, an estimated $60.4K.
  • Devon Energy made up 0.14% of Trueblood Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Trueblood Wealth Management first reported a position in Devon Energy in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Devon Energy position peaked at $699K in Q1 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.