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Wealth Alliance Advisory Group’s Devon Energy DVN Stock Holding History

Wealth Alliance Advisory Group’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 		$853K Buy
20,636
+5,220
+34% +$242K 0.12% 89
2026
Q1 		$776K Hold
15,416
– – 0.12% 97
2025
Q4 		$565K Buy
15,416
+5
+0% +$175 0.1% 111
2025
Q3 		$540K Sell
15,411
-1,975
-11% -$67.2K 0.1% 107
2025
Q2 		$553K Buy
17,386
+200
+1% +$6.37K 0.11% 104
2025
Q1 		$643K Hold
17,186
– – 0.13% 95
2024
Q4 		$562K Sell
17,186
-9,064
-35% -$341K 0.12% 101
2024
Q3 		$1.03M Sell
26,250
-1,725
-6% -$76K 0.22% 72
2024
Q2 		$1.33M Buy
27,975
+7,300
+35% +$363K 0.3% 55
2024
Q1 		$1.04M Sell
20,675
-3,684
-15% -$164K 0.24% 64
2023
Q4 		$1.1M Buy
24,359
+3,300
+16% +$151K 0.29% 56
2023
Q3 		$1M Sell
21,059
-553
-3% -$27.8K 0.3% 59
2023
Q2 		$1.04M Buy
21,612
+4,560
+27% +$229K 0.37% 52
2023
Q1 		$863K Sell
17,052
-1,025
-6% -$58.3K 0.32% 53
2022
Q4 		$1.11M Buy
18,077
+3,450
+24% +$235K 0.43% 41
2022
Q3 		$880K Buy
14,627
+2,700
+23% +$168K 0.39% 43
2022
Q2 		$657K Buy
11,927
+409
+4% +$26.7K 0.31% 57
2022
Q1 		$681K Hold
11,518
– – 0.3% 58
2021
Q4 		$507K Sell
11,518
-1,400
-11% -$58.2K 0.22% 76
2021
Q3 		$459K Hold
12,918
– – 0.22% 73
2021
Q2 		$377K Hold
12,918
– – 0.18% 90
2021
Q1 		$282K Buy
+12,918
New +$266K 0.14% 111

Other funds holding DVN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Wealth Alliance Advisory Group's DVN Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Devon Energy (DVN) stake by 34% in Q2 2026, buying an estimated $242K and bringing the position to 20,636 shares worth $853K. The position accounts for 0.12% of the portfolio, ranked #89.

Wealth Alliance Advisory Group first reported a position in DVN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.33M in Q2 2024. 588 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Wealth Alliance Advisory Group held 20,636 shares of Devon Energy worth $853K as of Q2 2026.
  • Wealth Alliance Advisory Group bought 5,220 Devon Energy shares in Q2 2026, an estimated $242K.
  • Devon Energy made up 0.12% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #89 holding.
  • Wealth Alliance Advisory Group first reported a position in Devon Energy in Q1 2021 and has held it in 22 quarters since.
  • Wealth Alliance Advisory Group's Devon Energy position peaked at $1.33M in Q2 2024.
  • 588 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.