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

Wealth Enhancement Trust 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 		$176K Buy
4,249
+840
+25% +$38.9K 0.02% 301
2026
Q1 		$172K Sell
3,409
-17
-0.5% -$729 0.02% 299
2025
Q4 		$125K Buy
+3,426
New +$120K 0.02% 303

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Wealth Enhancement Trust Services's DVN Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Devon Energy (DVN) stake by 25% in Q2 2026, buying an estimated $38.9K and bringing the position to 4,249 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #301.

Wealth Enhancement Trust Services first reported a position in DVN in Q4 2025 and has held it in 3 quarters since. 1,080 funds tracked by Wall St. Rank hold DVN as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,249 shares of Devon Energy worth $176K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 840 Devon Energy shares in Q2 2026, an estimated $38.9K.
  • Devon Energy made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #301 holding.
  • Wealth Enhancement Trust Services first reported a position in Devon Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Devon Energy as of Q2 2026.

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