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Unique Wealth Strategies’s Devon Energy DVN Stock Holding History

Unique Wealth Strategies’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
-7,060
Closed -$355K – 235
2026
Q1 		$355K Buy
+7,060
New +$303K 0.14% 181
2024
Q3 		– Sell
-45
Closed -$2.26K – 341
2024
Q2 		$2.26K Buy
+45
New +$2.24K ﹤0.01% 469

Other funds holding DVN

DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Unique Wealth Strategies's DVN Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 7,060 shares — an estimated $355K sold.

Unique Wealth Strategies first reported a position in DVN in Q2 2024 and held it in 2 quarters. The position peaked at $355K in Q1 2026. 214 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 7,060 Devon Energy shares in Q2 2026, an estimated $355K.
  • Unique Wealth Strategies first reported a position in Devon Energy in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Devon Energy position peaked at $355K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.