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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Investments Houston, Texas $905M AUM