VWA
DVN icon

Valued Wealth Advisors’s Devon Energy DVN Stock Holding History

Valued 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 		$12.3K Sell
297
-39
-12% -$1.81K ﹤0.01% 278
2026
Q1 		$16.9K Buy
336
+252
+300% +$10.8K 0.01% 198
2025
Q4 		$3.06K Buy
84
+45
+115% +$1.57K ﹤0.01% 360
2025
Q3 		$1.38K Buy
39
+9
+30% +$306 ﹤0.01% 418
2025
Q2 		$965 Buy
30
+8
+36% +$255 ﹤0.01% 454
2025
Q1 		$829 Sell
22
-16
-42% -$568 ﹤0.01% 506
2024
Q4 		$1.26K Buy
38
+7
+23% +$264 ﹤0.01% 452
2024
Q3 		$1.22K Sell
31
-43
-58% -$1.89K ﹤0.01% 426
2024
Q2 		$3.51K Buy
74
+33
+80% +$1.64K ﹤0.01% 307
2024
Q1 		$2.06K Sell
41
-20
-33% -$888 ﹤0.01% 353
2023
Q4 		$2.91K Buy
+61
New +$2.79K ﹤0.01% 264

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 $3.38T AUM 44.17% 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

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

Valued Wealth Advisors reduced its Devon Energy (DVN) stake by 12% in Q2 2026, selling an estimated $1.81K and leaving 297 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Valued Wealth Advisors first reported a position in DVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.9K in Q1 2026. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Valued Wealth Advisors held 297 shares of Devon Energy worth $12.3K as of Q2 2026.
  • Valued Wealth Advisors sold 39 Devon Energy shares in Q2 2026, an estimated $1.81K.
  • Devon Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #278 holding.
  • Valued Wealth Advisors first reported a position in Devon Energy in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Devon Energy position peaked at $16.9K in Q1 2026.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.