TPWA
DVN icon

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
Q2 		– Sell
-392
Closed -$19.7K – 771
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 $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

Twin Peaks Wealth Advisors's DVN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 392 shares — an estimated $19.7K sold.

Twin Peaks Wealth Advisors first reported a position in DVN in Q2 2025 and held it in 2 quarters. The position peaked at $19.7K in Q1 2026. 1,466 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 392 Devon Energy shares in Q2 2026, an estimated $19.7K.
  • Twin Peaks Wealth Advisors first reported a position in Devon Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Devon Energy position peaked at $19.7K in Q1 2026.
  • 1,466 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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