Wealth Enhancement Advisory Services
DVN icon

Wealth Enhancement Advisory Services’s Devon Energy DVN Stock Holding History

Wealth Enhancement Advisory Services’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 		$36.3M Sell
871,011
-26,667
-3% -$1.24M 0.06% 275
2026
Q1 		$43.9M Sell
897,678
-429,852
-32% -$18.4M 0.09% 214
2025
Q4 		$47.6M Sell
1,327,530
-716,551
-35% -$25M 0.06% 266
2025
Q3 		$71.5M Buy
2,044,081
+14,712
+0.7% +$501K 0.11% 176
2025
Q2 		$67.4M Buy
2,029,369
+116,481
+6% +$3.71M 0.11% 179
2025
Q1 		$71.5M Sell
1,912,888
-1,113,508
-37% -$39.5M 0.14% 147
2024
Q4 		$99.1M Buy
3,026,396
+1,598,579
+112% +$60.2M 0.19% 106
2024
Q3 		$55.9M Buy
1,427,817
+21,039
+1% +$926K 0.12% 169
2024
Q2 		$66.7M Sell
1,406,778
-13,924
-1% -$692K 0.16% 133
2024
Q1 		$71.3M Buy
1,420,702
+551,004
+63% +$24.5M 0.18% 115
2023
Q4 		$39.4M Buy
869,698
+723,414
+495% +$33.1M 0.11% 185
2023
Q3 		$6.98M Buy
+146,284
New +$7.37M 0.02% 495

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 Enhancement Advisory Services's DVN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Devon Energy (DVN) stake by 3% in Q2 2026, selling an estimated $1.24M and leaving 871,011 shares worth $36.3M. The position accounts for 0.06% of the portfolio, ranked #275.

Wealth Enhancement Advisory Services first reported a position in DVN in Q3 2023 and has held it in 12 quarters since. The position peaked at $99.1M in Q4 2024. 1,458 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 871,011 shares of Devon Energy worth $36.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 26,667 Devon Energy shares in Q2 2026, an estimated $1.24M.
  • Devon Energy made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #275 holding.
  • Wealth Enhancement Advisory Services first reported a position in Devon Energy in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Devon Energy position peaked at $99.1M in Q4 2024.
  • 1,458 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.