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Visionary Wealth Advisors’s Devon Energy DVN Stock Holding History

Visionary 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 		$344K Buy
8,314
+840
+11% +$38.9K 0.01% 515
2026
Q1 		$376K Sell
7,474
-163
-2% -$6.99K 0.02% 467
2025
Q4 		$280K Sell
7,637
-14
-0.2% -$489 0.01% 512
2025
Q3 		$268K Sell
7,651
-1,013
-12% -$34.5K 0.01% 511
2025
Q2 		$276K Sell
8,664
-290
-3% -$9.23K 0.01% 476
2025
Q1 		$335K Sell
8,954
-615
-6% -$21.8K 0.02% 410
2024
Q4 		$313K Sell
9,569
-1,858
-16% -$70K 0.02% 432
2024
Q3 		$447K Sell
11,427
-292
-2% -$12.9K 0.03% 356
2024
Q2 		$556K Sell
11,719
-465
-4% -$23.1K 0.04% 313
2024
Q1 		$611K Sell
12,184
-1,847
-13% -$82K 0.04% 294
2023
Q4 		$636K Sell
14,031
-2,260
-14% -$103K 0.05% 279
2023
Q3 		$777K Sell
16,291
-295
-2% -$14.9K 0.06% 237
2023
Q2 		$802K Sell
16,586
-1,124
-6% -$56.5K 0.06% 237
2023
Q1 		$896K Sell
17,710
-263
-1% -$15K 0.08% 207
2022
Q4 		$1.11M Buy
17,973
+541
+3% +$36.9K 0.1% 166
2022
Q3 		$1.05M Sell
17,432
-5,820
-25% -$362K 0.11% 163
2022
Q2 		$1.28M Buy
23,252
+4,604
+25% +$301K 0.12% 155
2022
Q1 		$1.1M Buy
18,648
+5,461
+41% +$296K 0.09% 175
2021
Q4 		$581K Buy
13,187
+3,423
+35% +$142K 0.05% 212
2021
Q3 		$347K Buy
+9,764
New +$277K 0.04% 228

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

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

Visionary Wealth Advisors increased its Devon Energy (DVN) stake by 11% in Q2 2026, buying an estimated $38.9K and bringing the position to 8,314 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #515.

Visionary Wealth Advisors first reported a position in DVN in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q2 2022. 1,464 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Visionary Wealth Advisors held 8,314 shares of Devon Energy worth $344K as of Q2 2026.
  • Visionary Wealth Advisors bought 840 Devon Energy shares in Q2 2026, an estimated $38.9K.
  • Devon Energy made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #515 holding.
  • Visionary Wealth Advisors first reported a position in Devon Energy in Q3 2021 and has held it in 20 quarters since.
  • Visionary Wealth Advisors's Devon Energy position peaked at $1.28M in Q2 2022.
  • 1,464 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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