WE
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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
Q2 		$1.35M Hold
32,650
– – 0.36% 55
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
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

Wealth Effects's DVN Position: Q2 2026 in Review

Wealth Effects held its Devon Energy (DVN) position steady in Q2 2026 at 32,650 shares worth $1.35M. The position accounts for 0.36% of the portfolio, ranked #55.

Wealth Effects first reported a position in DVN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2026. 1,463 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Wealth Effects held 32,650 shares of Devon Energy worth $1.35M as of Q2 2026.
  • Wealth Effects left its Devon Energy share count unchanged in Q2 2026.
  • Devon Energy made up 0.36% of Wealth Effects's portfolio in Q2 2026, its #55 holding.
  • Wealth Effects first reported a position in Devon Energy in Q1 2022 and has held it in 18 quarters since.
  • Wealth Effects's Devon Energy position peaked at $1.64M in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.