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Waypoint Wealth Counsel’s Devon Energy DVN Stock Holding History

Waypoint Wealth Counsel’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 		$535K Sell
10,623
-1,578
-13% -$67.7K 0.28% 70
2025
Q4 		$447K Buy
12,201
+476
+4% +$16.6K 0.16% 127
2025
Q3 		$411K Buy
11,725
+3,928
+50% +$134K 0.16% 124
2025
Q2 		$248K Buy
+7,797
New +$248K 0.12% 144
2023
Q2 		– Sell
-5,759
Closed -$291K – 92
2023
Q1 		$291K Sell
5,759
-14
-0.2% -$797 0.23% 68
2022
Q4 		$355K Buy
+5,773
New +$394K 0.29% 65

Other funds holding DVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $905M AUM

Waypoint Wealth Counsel's DVN Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Devon Energy (DVN) stake by 13% in Q1 2026, selling an estimated $67.7K and leaving 10,623 shares worth $535K. The position accounts for 0.28% of the portfolio, ranked #70.

Waypoint Wealth Counsel first reported a position in DVN in Q4 2022 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold DVN as of Q1 2026.

  • Waypoint Wealth Counsel held 10,623 shares of Devon Energy worth $535K as of Q1 2026.
  • Waypoint Wealth Counsel sold 1,578 Devon Energy shares in Q1 2026, an estimated $67.7K.
  • Devon Energy made up 0.28% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #70 holding.
  • Waypoint Wealth Counsel first reported a position in Devon Energy in Q4 2022 and has held it in 6 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Devon Energy as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.