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Tulsa Wealth Advisors’s Devon Energy DVN Stock Holding History

Tulsa 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
Q2 		$215K Sell
5,202
-899
-15% -$41.7K 0.03% 158
2026
Q1 		$307K Sell
6,101
-3,274
-35% -$140K 0.05% 125
2025
Q4 		$343K Buy
+9,375
New +$327K 0.11% 88

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

Tulsa Wealth Advisors's DVN Position: Q2 2026 in Review

Tulsa Wealth Advisors reduced its Devon Energy (DVN) stake by 15% in Q2 2026, selling an estimated $41.7K and leaving 5,202 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #158.

Tulsa Wealth Advisors first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q4 2025. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Tulsa Wealth Advisors held 5,202 shares of Devon Energy worth $215K as of Q2 2026.
  • Tulsa Wealth Advisors sold 899 Devon Energy shares in Q2 2026, an estimated $41.7K.
  • Devon Energy made up 0.03% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Tulsa Wealth Advisors first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Devon Energy position peaked at $343K in Q4 2025.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.