Wealth Effects’s Devon Energy DVN Stock Holding History

Wealth Effects’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	$1.64M	Buy	32,650 +500	+2%	+$21.4K	0.58%	37
2025 Q4	$1.18M	Sell	32,150 -5,465	-15%	-$191K	0.37%	47
2025 Q3	$1.32M	Buy	37,615 +3,757	+11%	+$128K	0.42%	43
2025 Q2	$1.08M	Sell	33,858 -2,449	-7%	-$78K	0.4%	54
2025 Q1	$1.36M	Buy	36,307 +5,875	+19%	+$209K	0.57%	40
2024 Q4	$996K	Buy	30,432 +19,759	+185%	+$744K	0.35%	58
2024 Q3	$418K	Buy	10,673 +3,408	+47%	+$150K	0.15%	126
2024 Q2	$344K	Sell	7,265 -5,539	-43%	-$275K	0.12%	133
2024 Q1	$643K	Sell	12,804 -3,802	-23%	-$169K	0.24%	87
2023 Q4	$752K	Buy	16,606 +1,122	+7%	+$51.4K	0.28%	81
2023 Q3	$739K	Sell	15,484 -8,641	-36%	-$435K	0.36%	61
2023 Q2	$1.17M	Buy	24,125 +140	+0.6%	+$7.04K	0.51%	44
2023 Q1	$1.21M	Buy	23,985 +7,100	+42%	+$404K	0.62%	37
2022 Q4	$1.04M	Buy	16,885 +423	+3%	+$28.8K	0.59%	38
2022 Q3	$990K	Buy	16,462 +8,232	+100%	+$511K	0.61%	40
2022 Q2	$454K	Buy	8,230 +2,480	+43%	+$162K	0.27%	87
2022 Q1	$340K	Buy	+5,750	New	+$311K	0.16%	130

Other funds holding DVN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EnCap Investments Houston, Texas $905M AUM