Vanguard Capital Wealth Advisors
DVN icon

Vanguard Capital Wealth Advisors’s Devon Energy DVN Stock Holding History

Vanguard Capital 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
-14,012
Closed -$705K – 142
2026
Q1 		$705K Buy
+14,012
New +$601K 0.65% 35
2024
Q2 		– Sell
-5,285
Closed -$265K – 145
2024
Q1 		$265K Sell
5,285
-5,400
-51% -$240K 0.19% 105
2023
Q4 		$484K Sell
10,685
-400
-4% -$18.3K 0.39% 61
2023
Q3 		$529K Buy
11,085
+2,500
+29% +$126K 0.49% 52
2023
Q2 		$415K Buy
8,585
+4,500
+110% +$226K 0.38% 60
2023
Q1 		$207K Buy
+4,085
New +$233K 0.21% 106
2022
Q4 		– Sell
-5,485
Closed -$329K – 125
2022
Q3 		$329K Buy
+5,485
New +$341K 0.4% 61

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

Vanguard Capital Wealth Advisors's DVN Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors sold out of Devon Energy (DVN) in Q2 2026, closing a stake of 14,012 shares — an estimated $705K sold.

Vanguard Capital Wealth Advisors first reported a position in DVN in Q3 2022 and held it in 7 quarters. The position peaked at $705K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Vanguard Capital Wealth Advisors reported no remaining Devon Energy position as of Q2 2026 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 14,012 Devon Energy shares in Q2 2026, an estimated $705K.
  • Vanguard Capital Wealth Advisors first reported a position in Devon Energy in Q3 2022 and held it in 7 quarters.
  • Vanguard Capital Wealth Advisors's Devon Energy position peaked at $705K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.