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Waverly Advisors’s Devon Energy DVN Stock Holding History

Waverly 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 		$1.14M Buy
27,669
+6,960
+34% +$323K 0.01% 841
2026
Q1 		$1.04M Buy
20,709
+1,013
+5% +$43.4K 0.01% 819
2025
Q4 		$721K Sell
19,696
-7,652
-28% -$267K 0.01% 870
2025
Q3 		$959K Sell
27,348
-21,547
-44% -$733K 0.01% 651
2025
Q2 		$1.56M Buy
48,895
+27,315
+127% +$870K 0.02% 534
2025
Q1 		$807K Buy
21,580
+1,325
+7% +$47K 0.01% 654
2024
Q4 		$663K Sell
20,255
-7,332
-27% -$276K 0.01% 614
2024
Q3 		$1.08M Sell
27,587
-1,608
-6% -$70.8K 0.02% 433
2024
Q2 		$1.38M Sell
29,195
-126
-0.4% -$6.27K 0.03% 378
2024
Q1 		$1.47M Sell
29,321
-9,246
-24% -$410K 0.03% 306
2023
Q4 		$1.75M Sell
38,567
-1,897
-5% -$86.8K 0.07% 164
2023
Q3 		$1.93M Buy
40,464
+985
+2% +$49.6K 0.08% 137
2023
Q2 		$1.91M Buy
39,479
+874
+2% +$43.9K 0.08% 133
2023
Q1 		$1.95M Buy
38,605
+34,704
+890% +$1.98M 0.1% 102
2022
Q4 		$240K Buy
+3,901
New +$266K 0.01% 242
2018
Q1 		– Sell
-4,900
Closed -$203K – 236
2017
Q4 		$203K Buy
+4,900
New +$185K 0.03% 231
2014
Q3 		– Sell
-380
Closed -$30K – 767
2014
Q2 		$30K Hold
380
– – 0.01% 285
2014
Q1 		$25K Sell
380
-1,120
-75% -$69.5K 0.01% 288
2013
Q4 		$93K Buy
1,500
+247
+20% +$15.1K 0.03% 244
2013
Q3 		$72K Buy
+1,253
New +$71.6K 0.04% 191

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

Waverly Advisors's DVN Position: Q2 2026 in Review

Waverly Advisors increased its Devon Energy (DVN) stake by 34% in Q2 2026, buying an estimated $323K and bringing the position to 27,669 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #841.

Waverly Advisors first reported a position in DVN in Q3 2013 and has held it in 20 quarters since. The position peaked at $1.95M in Q1 2023. 1,469 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Waverly Advisors held 27,669 shares of Devon Energy worth $1.14M as of Q2 2026.
  • Waverly Advisors bought 6,960 Devon Energy shares in Q2 2026, an estimated $323K.
  • Devon Energy made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #841 holding.
  • Waverly Advisors first reported a position in Devon Energy in Q3 2013 and has held it in 20 quarters since.
  • Waverly Advisors's Devon Energy position peaked at $1.95M in Q1 2023.
  • 1,469 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.