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Twin Peaks Wealth Advisors’s Devon Energy DVN Stock Holding History

Twin Peaks 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
Q1 		$19.7K Buy
+392
New +$16.8K 0.01% 727
2025
Q3 		– Sell
-202
Closed -$6.74K – 690
2025
Q2 		$6.74K Buy
+202
New +$6.43K ﹤0.01% 1140

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

Twin Peaks Wealth Advisors's DVN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Devon Energy (DVN) in Q1 2026: 392 shares worth $19.7K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DVN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DVN in Q2 2025 and has held it in 2 quarters since. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 392 shares of Devon Energy worth $19.7K as of Q1 2026.
  • Devon Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Devon Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #727 holding.
  • Twin Peaks Wealth Advisors first reported a position in Devon Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.